Private Wealth Manager
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, holding Series 66, Series 7, and SIE licenses, 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.