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Daniel Grote, CFP®, BFA™

Daniel Grote, CFP®, BFA

Partner

Dan Grote has over 17 years of experience in the financial planning profession assisting his clients with their planning for retirement, college, insurance, and investment management. He works with NextGen business owners, independent contractors, corporate executives, professionals, and retirees, serving as their financial Sherpa for their future endeavors.

Dan received a Bachelor of Arts in International Business from Fort Lewis College and holds the CFP®  and BFA™ certifications. As a Certified Financial Planner®, Dan guides his client’s pursuit of financial peace through the planning process. Behavior plays a major role in investment and financial planning success which is the emphasis of the Behavioral Financial Advisor™ designation. 

Dan volunteers for a number of nonprofit organizations, including The American Colon Cancer Society, Mount Saint Vincent Home, Palomino Pals, and Save Our Youth. Dan and his wife, Dana, have three children, Brendan, Alaina, and Liam. In their spare time, they enjoy the Colorado outdoors. Dan's lifelong dream is to earn his private pilot's license.