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Schedule a CallDane M. Walker
CPA, CFP®, MAS
Tax Manager / Member Owner
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Dane has been involved in the financial services industry since 2014. He earned a bachelor’s degree in actuarial science from Carroll University and a master’s degree in accounting from Northern Illinois University. Dane is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.
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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.