Education, Certifications, Accreditations

  • Master of Business Administration degree from the University of Wisconsin – Eau Claire
  • Bachelor of Science degree in Economics, University of Wisconsin – Madison
  • CERTIFIED FINANCIAL PLANNER™ Certification

Professional Associations 

  • Emerging Leaders (United Way) LEAD Committee member
  • Financial Planning Association (FPA)

Community Involvement 

  • MPPL United Way Campaign – Chair
  • Family Reach Financial Treatment Program – Volunteer CERTIFIED FINANCIAL PLANNER™ Practitioner

Dan Evans, CFP®

Dan Evans is driven to provide comprehensive financial planning and investment advisory services to MPPL clients and puts clients first, always. Dan divides his time between overseeing our Client Services department, providing financial and investment advisory services, participating in our Investment Committee, and chairing our United Way campaign. Dan is committed to strengthening MPPL and our service offering so we can help more clients reach their fullest potential.

As a husband and father of two daughters, Dan certainly stays busy when he’s not assisting clients in the office. He believes in giving back to the community and provides financial planning services through the Family Reach Financial Treatment Program to families fighting cancer. If you can pry him away from helping others, Dan can usually be found at Wisconsin Badgers Football games. He also enjoys traveling and spending time with his lovely family.

Check the background of this investment professional on FINRA’s BrokerCheck.

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