My compassion for people speaks volumes as I make my clients a priority in helping them reach financial security. Taking my responsibility seriously and personally as your Financial Advisor. I am seeking further education to reach a even wider range of individuals becoming financially secure.I am known for my free-spirited aurora and ability to create smiles all over the office. I grew up in the small town of Coleman and have stayed in Northeast Wisconsin since. My Fiance and I are getting married this September here in Appleton Wisconsin. We have a Cavalier King Charles named Doug and we love him so much. We love spending time outdoors and with family. I also consider myself a car and motorcycle enthusist.

Daniel Zak's Fiance

Daniel Robert Zak, CFP®

Wealth Management Advisor


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