Dan McKeeman, is a dedicated financial professional with a strong background in financial services, having built his career at Wealth Advisors Group over the past six years. Starting as a part-time intern during college, Dan transitioned into a full-time role on the Investment Operations team and now serves as a Paraplanner. In this role, he collaborates closely with Financial Advisors to develop comprehensive financial plans tailored to clients' unique goals and needs.
A proud graduate and valedictorian of the University of Saint Francis Class of 2023, Dan holds a bachelor’s degree in finance. He also served as a three-year starter and captain of the men's basketball team, demonstrating leadership, discipline, and teamwork both on and off the court.
As a Certified Financial Planner®, Dan brings a high standard of knowledge, ethics, and professionalism to his work. His expertise spans portfolio management, financial planning, and investment analysis — making him well-equipped to support clients in achieving long-term financial success.
Outside of work, Dan enjoys golfing, spending time at the lake, attending Pine Hills Church, and going on walks with his wife, Julia, and their dog, Oliver.
Quote he lives by: “Loyalty is a two-way street. If I’m asking for it from you, then you’re getting it from me.”