Menard CFP® - Financial
Dimensions Group, Inc.
Dana is an Independent Financial Advisor and CERTIFIED FINANCIAL
PLANNER™ (CFP®) based in the Twin Cities metro area. He has over
10 years of experience in helping busy professionals, families, and
small businesses organize, prioritize, and meet their financial
goals so that they can concentrate on the important things in life.
He believes that investing is a long-term proposition and believes
that everyone needs to plan for tomorrow. At every income level,
there are steps one can take to make more efficient use of their
assets to work toward financial independence. That's why he doesn't
believe in or enforce account minimums.
Dana is active in the financial community and is both a member of
The Financial Planning Association of Minnesota (FPA) and The
Financial Services Institute (FSI). He also volunteers a lot
of time to local schools and businesses by teaching financial
literacy classes through a couple of non-profit organizations, The
Society of Financial Awareness (SOFA) and BestPrep.
Dana grew up in Fridley, MN and graduated from Gustavus Adolphus
College in St. Peter, MN in 2001 with a BA in Sociology/Anthropology
and Business Management. Upon graduation, he immediately began
working as a Financial Advisor and has been enjoying helping his
clients ever since. He now resides in Maple Grove, MN and is
married to his wife and fellow Gustie, Sonja. They have three
daughters, Isabel, Gianna, and Jessica. In his free time, Dana
enjoys spending as much time as he can with his family and friends.
Relationships are built on trust. Dana’s clients trust him to
make decisions that are in their best interests. They trust him to
assess their needs, listen to their concerns, and offer objective
recommendations designed to address their unique situation. He does
not take this confidence lightly, and he works hard every day to
remain worthy of his clients’ trust.
Dana welcomes the opportunity to answer any questions you may
have about his practice and how he may be able to help you realize
your financial goals.
offered through Royal Alliance Associates, Inc., - Member FINRA/SIPC.
Advisory Services offered through Financial Dimensions Group, Inc.,
a Registered Investment Adviser not affiliated with Royal Alliance
86th Avenue N, Suite B
Maple Grove, MN 55369