Daniel J. Schneck, QPFC, CFP®
Director | Senior Investment Consultant
Daniel has spent decades developing retirement plans for individuals, families, and companies. As a CFP®, Dan is dedicated to personal and comprehensive approach to planning. His customized recommendations come only after listening to, examining, and analyzing your full range of specific financial needs. Dan enjoys helping his clients master the language of investing. Working with a CFP® professional, clients will benefit from a strict code of ethics and a rigorous continuing education program. This commitment to knowledge and experience is why Dan earned his certification in 2013 – to best help his clients work through complex financial issues. Dan earned his MBA from Marquette University after receiving his undergraduate degree in agricultural business from the University of Wisconsin-Madison. Outside his work with Baird, Dan is a current member and past president of Prevent Blindness Wisconsin, a member of the National W Club and a past president of the University of Wisconsin Alumni-Milwaukee Chapter. His wife, Kelly, and him live in Whitefish Bay with their children Zach, Leah, Ben and Rachael. He enjoys coaching, CrossFit, golfing and skiing. |
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. - See more