We want to officially congratulate Dan Vredeveld, CFP®, on his recent “promotion” (if you will) with Ed Slott & Company. Dan became an Elite IRA Group℠ member back in 2015. For those of you unfamiliar with what exactly an Elite Advisor is, check out this quick video from Ed Slott that explains more here. 

Over the last three years, Dan has been to numerous conferences to continue his education about IRAs and tax laws specifically. Each year he must complete and pass exams to remain a member of the group. Having time under his belt in good standing with his membership, Dan has now made his way up the ladder and joins Matt Curfman, our President & Co-Owner, as a Master Elite Group member. We are proud of Dan and the hard work that he has put into learning the ever-evolving retirement account and income planning issues that directly impact our clients on a daily basis. 

How do our clients benefit by working with Elite Advisors, Matt and Dan? This 1 minute video explains exactly that! 

Please join us in celebrating Dan’s wonderful accomplishment! And of course if you have any questions about how Dan or Matt’s experience could help with your own personal situation, please do not hesitate to reach out to us.