Dane M. Walker
CPA, CFP®, MAS

Tax Manager
Member Owner

Dane has been involved in the financial services industry since 2014. He earned a bachelor’s degree in actuarial science from Carroll University and a master’s degree in accounting from Northern Illinois University. Dane is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.