Daniel Wilson, CFP®
Dan has provided leadership and expertise in the financial services industry, including developing and implementing medium and long-term business plans with a direct impact on overall business results, for more than 20 years. As the Managing Director, he develops and executes the growth strategy for Midland Financial Advisors, Inc. Dan leads by example and excels at providing top-notch service that culminates into long-lasting relationships with the firm’s valued clients. Prior to Midland Financial Advisors Inc., Dan served as a partner of CedarPoint Investment Advisors, Inc. His prior experience also includes 10 years with JP Morgan’s Private Client Division in Madison, Wisconsin. He received his Bachelor of Science Business Administration & Construction Engineering Degree from the University of Wisconsin – Stout in Menomonie, Wisconsin. Dan is a CERTIFIED FINANCIAL PLANNER™ professional whom also holds life and health insurance licenses, and Series 65 license.