Daniel E. Holdridge
Dan has been involved in the financial services industry since 2016 and primarily focuses on providing personal financial planning and fiduciary investment advice to high-net-worth families and retirees, business owners, and medical professionals. His passion lies in building relationships; Dan takes the time to listen and understand his clients’ values and long-term goals, which enables him to help clients visualize their future and empower them to confidently make decisions regarding their financial wellbeing. Prior to joining Savant, Dan spent four years advising high-net-worth families and small business owners for the wealth management affiliate of a top 20 public accounting firm in Green Bay, WI.
Dan earned a bachelor of business administration degree in finance with an emphasis in wealth management and financial planning from the Wisconsin School of Business at the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, you can find Dan at the lake or in the woods. He enjoys skiing, hiking, cooking, and playing fetch with his Borador (Border collie / Labrador retriever mix), Ranger. On any given weekend he may be backpacking in the UP, boating on Lake Michigan, or cheering on his favorite Wisconsin sports team. Dan grew up in Door County, WI and frequently returns in the summer and fall to spend time with family and friends.
My favorite part of being a financial advisor is building and deepening relationships with my clients – listening to them, learning about their background, and connecting personally to craft a comprehensive financial plan that aligns with their values and helps achieve their long-term goals.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.