Dan Dettlaff has been in the financial services industry working with professionals and business owners for over 30 years. He started his practice as a college intern in 1986 in Oshkosh, WI. Graduating in 1987, Dan moved back home to the Milwaukee area and continued a full-time practice.
Dan, his staff and associates take a very holistic approach in their process using a macro-economic model much like an architect uses a blueprint. “In building ones’ financial life for themselves and for the security of their family, we start with what we call a financial blueprint. With that, we can move forward and work together with all of our clients’ trusted professionals-accountant, mortgage broker, attorney, etc…to take care of their needs and implement their strategy. It’s the right hand knowing what the left hand is doing-approach.”
Dan served on the Board of Directors for the National Exchange Clubs in Milwaukee and West Suburban Christian Academy. Dan currently serves on the Board for The Creation Education Center and the Board of Directors for The Fellowship Of Christian Athletes. He is a Million Dollar Round Table Producer (MDRT), a member of the National Association of Financial Advisors (NAIFA), Milwaukee Association of Life Underwriters(MALU) and (AHIA) Association for Health Insurance Advisors. Dan is active in men’s ministry within his local church. He and his family of five children reside in Pewaukee, WI.