Dan Werts
Private Wealth Manager - Federal Benefits Made Simple
As a private wealth manager with Federal Benefits Made Simple, an E.A. Buck company, Dan Werts serves clients in the Colorado Springs and Denver area with retirement income planning, tax-planning, legacy planning, and other financial planning strategies to help them reach their financial goals. Dan has an extensive background in financial planning experience, passing the Series 66, Series 7, and SIE exams, as well as professional experience serving federal employees with federal benefits and federal retirement planning services. Dan graduated from the University of Iowa in 2002 with a BS degree in Economics. He resides in Castle Rock with his wife and two children and spends his time working on projects around the house and spending time outdoors.
Federal Benefits Made Simple, an E.A. Buck company, is a division of E.A. Buck. Both firms assist individuals in planning for retirement. Federal Benefits Made Simple focuses on helping those who have worked for the federal government. The entities have common ownership.
Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. E.A. Buck Financial Services, AEWM, and MAS are separate entities.