Daniel Elo - Edward Jones
Categories
Investment Management Financial Advisor Financial Planning
About
With a background in public education and small business, I bring a thoughtful, people-first approach to financial advising. My career experiences have shaped a clear perspective: meaningful planning begins with understanding a client’s life goals and objectives, not simply focusing on numbers or products. I work closely with individuals, families and business owners to align their financial decisions with the life they want to live, helping provide clarity, structure and confidence along the way.
The value of working with a financial advisor is having a trusted partner who helps navigate complexity, manage risk and provide accountability as life evolves. I believe financial strategies should be tailored, practical and flexible — built to support both today’s priorities and long-term aspirations. Whether clients are preparing for retirement, growing a business or planning for their family’s future, my goal is to help collaborate with clients to adapt as their goals change and their lives progress.
I grew up in Brooklyn Park, Minnesota, and earned my education degree from Winona State University. I am married and a proud father of two, and I value time spent with my kids, biking, playing outside and traveling together as a family. I’m also actively involved in volunteering through my church and other local organizations throughout the Twin Cities. I’m excited to partner with new families and businesses, helping them build financial strategies that support what matters most to them now and in the future.
Additional Info
Business Hours : Monday - Friday 8:30-5:00
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