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 

  • Financial Planning Association (FPA)

Community Involvement 

  • MPPL United Way Campaign – Chair
  • Member of Mount Olive Lutheran Church in Weston, WI

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 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. 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 family.

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

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