Dane Winter, CPA, CFP®, CEPA®
Partner & Chief Advisory Officer
Dane graduated from the University of Denver with a Bachelor of Science in Accounting. Before entering the financial planning profession in 2009, he worked for a large regional accounting firm serving high‑net‑worth individuals and closely held business owners. He is licensed through Kestra Investment Services, LLC as a Registered Advisor and holds the Series 7 and Series 63 securities licenses, along with life and health insurance licenses.
As a CPA, CFP®, and CEPA®, Dane helps business owners build meaningful, lasting wealth by integrating business strategy, tax planning, and personal financial planning into one cohesive approach. A business owner himself, he understands that the company is often the primary wealth‑building engine. His work focuses on maximizing profitability, increasing enterprise value, and designing exit strategies that support both the owner’s financial goals and their life beyond the business — starting from day one, not just at the finish line.
Outside of work, Dane enjoys golfing, skiing, and spending time outdoors.