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Dane Winter, CPA, CFP®

Dane Winter, CPA, CFP®

Partner, Wealth Advisor

Dane has worked in financial services for 11 years 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.

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 business owners.

He enjoys golfing, skiing and being outdoors.