Dan Kaibel, the founder, became a Certified Financial Planner (CFP®) in 2002 and has enjoyed serving clients in the financial services industry for over thirty years. He has served them in several roles including as a mortgage broker (including co-owning a company) and had most recently been responsible to oversee over $300 million as Chief Investment Strategist for a large RIA firm. In the pursuit of growing in his knowledge of portfolio management, Dan has passed two levels in the rigorous Charter Financial Analyst (CFA®) program. In addition, Dan has earned the College Funding and Student Loan Advisor (CFSLA) designation. Dan took time away (left in 2004) from the financial industry to volunteer in Christian ministry and to pursue a bachelor’s degree in biblical studies degree which he received in 2008. He stays involved in his church and has the privilege to serve in leadership and teaching in a Bible ministry.