Dan Boles

Dan Boles is an entrepreneur and financial planner with a teacher's heart. He's passionate about educating and serving others to help them create wealth, and financial independence. His professional background includes 10.5 years of ministry work, 8.5 of which were served as the Executive Director of a Non-Profit Ministry to the University Campus, and nearly 10 years in Banking, Financial Services, and Insurance. He's started multiple businesses, failed a startup, and run for public office (and didn't win!), but he'll be the first to tell you the education and knowledge he has gained gives him a tremendous advantage as a common sense financial planner. A big believer in "beginning with the end in mind," and teaching others the concepts and strategies that enable smart financial choices, Dan excels in taking complex issues and reducing them to understandable, problem-solving ideas.