Sindrich & Associates

CONNECT

Address:

1490 S. Pearl Street
Denver, CO 80210

Phone:

303-744-8899

Fax/Other:

303-744-2688

Dane Winter, CPA, CFP®

Dane Winter, CPA, CFP®

Wealth Advisor

Dane joined Sindrich and Associates in 2014 and comes from a background in public accounting.  He holds a CPA license as well as a CFP® certification and is licensed through Kestra Investment Services, LLC as a Registered Associate.  He holds a Series 65 (Uniform Investment Adviser Law Examination) a Series 7(General Securities Representative) license and is licensed in both life and health insurance.  He specializes in retirement planning, wealth management, and income and estate tax planning*. 

Dane graduated from the University of Denver with a Bachelor's of Science in Accounting.  Prior to entering the financial planning industry he worked for a large regional accounting firm that focused primarily on high net worth individuals and closely held businesses.  

He enjoys golfing, skiing, and being outdoors. 

* Kestra Investment Services, LLC does not provide legal or tax advice and are not Certified Public Accounting (CPA) firms. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.

Phone 303-744-8899
Fax 303-357-5722
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck