Daniel J. Sommers, CPA*, CFP® is the managing director of client experience with Partners Wealth Management, and is also the firm's controller. As a Certified Financial Planner®, Dan directs the planning, management, analysis, research, and review of client plans. He works with successful professionals, business owners, and retirees. Dan applies his knowledge by helping clients solve comprehensive financial, retirement and estate planning issues, with an emphasis on portfolio allocation and management. His 20 years of experience in accounting and finance enable Dan to evaluate various planning strategies, giving special consideration to tax implications.
Dan is a graduate of Benedictine University's College of Business, where he earned a Bachelor's Degree in Accounting. He is licensed as an Illinois Life Producer and is also a Registered Representative and Investment Advisor Representative of NFP Securities, Inc., holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses.
*NFP Securities, Inc. does not provide legal or tax advice and is not a Certified Public Accounting firm.