For over 15 years, Dan has helped hundreds of Central Floridians work toward their retirement goals with a clear financial strategy for retirement.
“As an Investment Adviser Representative, I put the best interests of my clients first,” Dan says.
A native of Iowa, Dan entered the U.S. Navy Nuclear Power Program after graduation. He then purchased the family-owned restaurant from his father and opened a second restaurant two years later. In 1991, Dan sold both businesses and started working for several of the country’s largest financial companies. He moved to Florida in 1998.
In 2004 Dan completed the Certified Financial Planner (CFP®️) curriculum and opened his independent financial advising firm a year later.
Since 2008, Dan has been a single dad to his daughter, who recently became a police officer.
Away from the office, Dan enjoys spiritual reading, golfing, cooking and canoeing. He also finds time to hike, search for great new restaurants and travel. His rescue dog, Snitzel, is usually at his side.
The CERTIFIED FINANCIAL PLANNER™, CFP®, is a professional certification granted by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam.
For more information on Dan's professional history, click here.
Deseree uses her passion for people and attentive nature to serve the various needs of Xexis Private Wealth clients, enhance their experiences and oversee the firm’s daily operations.
A resident of Debary, Florida, Deseree joined Xexis in 2019. As director of operations, she serves as a client liaison, event coordinator and marketing strategist in addition to helping plan the annual budget, identify areas of growth, and implement business processes.
“I love people and I have devoted my life outside of the business world to helping others,” Deseree says. “So, it only made sense for me to get into a business where I could help families prepare for their futures.”
Deseree attended the University of Central Florida as a finance candidate.
During her free time, Deseree enjoys reading, exercising, trying new cuisines, and traveling, including learning languages and creating experiences in foreign countries. She also is active in a Bible ministry.
Jodi Anderson combines 30 years of experience as a lawyer with a holistic approach to financial planning. She uses her legal background to integrate a client’s desire to provide financial security for themselves, with providing a legacy for the family and minimizing taxes.
Jodi graduated with honors from Stetson Law and went on to get a master’s degree (LLM) in tax law from the University of Florida. She practiced predominately in Elder Law, assisting seniors and those with special needs with planning designed to protect their assets, while generating funds to pay for living and medical expenses.
In her spare time, Jodi immerses herself in the permaculture food forest at her home and creates unique dishes from the unusual edible plants that she grows.
Rebecka joined Xexis Private Wealth in 2022. As Client Relationship Coordinator, she focuses on ensuring that clients' needs are met, as well as offering support to the clients and staff of Xexis and their partners. With attention to detail, she promotes efficiency in the office by organizing client records and coordinating client communication.
Rebecka is currently attending Florida State University as a finance major. In her spare time, she enjoys going to the beach and spending time outside.