Dan focuses his skills on retirement planning. "My more than 22 years as a financial consultant have taught me that there are no do-over's in retirement" says Dan. Recent events prove that proper financial planning is essential to pursuing a comfortable, dignified retirement. He understands the importance of proper retirement income planning and seeks to prepare clients for their desired future. Dan believes that fundamental retirement planning revolves around continued consultation, and access to comprehensive money management.
"When working off of realistic expectations and proactive communication, a client should never be unduly surprised by any potential outcomes of their retirement." Dan believes that his advice in and knowledge of the retirement landscape separate him from his peers. "I want my clients to be satisfied that their investments are properly placed, and their service is second to none."
Dan O'Leary started his career as a financial consultant in 1998 with Waddell and Reed. "I realized, early, the value of being an independent advisor and left Waddell and Reed to start my own financial practice in 2001. My association with Quintus was the perfect next step. I love the culture of collaboration and team philosophy that Quintus offers its clients".
Dan was born and raised in the Chicago area. He moved to Colorado in 1989 and has called Colorado home ever since. When not working, he enjoys golfing and sailing. Dan has been certified by the American Sailing Association and has sailed with his wife, Sheri, to many exotic destinations such as The British Virgin Islands, St. Martin, St. Bart's, and has even sailed the world's second largest Barrier Reef in Belize.
Dan maintains series 6, 7, 66, 31 and 24 licenses through LPL Financial. He is licensed in 16 states.