Dan Cass

Dan Cass is an experienced Executive Financial Advisor with over 30 years in the financial services industry. Currently serving at Osaic since December 2023, Dan focuses on building lasting relationships with individuals, families, and the community to enhance their personal, professional, and financial well-being. Holding a similar role at CUSO since January 2012, Dan specializes in educating clients on employment and retirement transition planning, estate planning, and portfolio analysis with an emphasis on risk management. Previously, Dan held leadership positions at New York Life as a Partner, Foresters Financial Services as Regional Director of Sales, and Simmers Capital Management as Senior Vice President, where significant responsibilities included recruitment, training, and team management. Dan earned a Bachelor of Business Administration in Finance, Investments, and Banking from the University of Wisconsin-Madison between 1987 and 1991.