Dan has been a Financial Advisor since 2010, working with individuals, families, business owners, and retirement plan sponsors to help them address their financial and retirement planning needs. His approach focuses on understanding each client’s goals and developing strategies designed to support their long-term financial objectives.

Dan maintains the Series 7 and Series 66 registrations, which qualify him to work with clients regarding securities and investment advisory services, subject to applicable registrations, firm policies, and regulatory requirements.

Dan also holds the Accredited Investment Fiduciary Analyst® (AIFA®) designation. The AIFA® designation reflects advanced training in fiduciary principles, processes, policies, and best practices. This training supports Dan’s work with retirement plan sponsors and investment committees as they evaluate their fiduciary responsibilities, investment processes, plan governance, and ongoing oversight practices.

As part of his work with retirement plans, Dan helps plan sponsors establish and maintain prudent processes for reviewing plan investments, fees, service providers, participant needs, and other aspects of plan governance. He also works with individuals and families on broader financial planning strategies based on their goals, circumstances, and long-term objectives.

Demetris “Dee” is the virtual service associate at MN Retirement Services. She aids with new account opening, asset transactions and many other functions needed to better service the client. Dee has been in the financial industry for over 20 years, where she has grown from receptionist, operations specialist to virtual service associate. She has experience and training in many fields of the industry; knowledge to achieve maximum operational impacts, conserve time, and boost efficiency.

Dee is a mother of 3 and a bonus mother of many. When she is not in the office, she enjoys spending quality time with her family,  traveling, reading, exercising, and relaxing time.

Reid is a financial advisor focused on providing holistic financial planning that helps clients make confident, informed decisions about their financial lives. With over four years of experience in the financial services industry, he takes a comprehensive approach—considering investments, retirement planning, risk management, and long-term goals—to create financial plans that are both practical and personal.

Reid attended the University of Tennessee, where he studied Finance, and began his career working with Jackson National. There, he partnered closely with financial advisors to support the development of thoughtful, client-focused financial plans. That experience provided him with a strong foundation in planning concepts and a deep understanding of the advisor-client relationship, which he now brings directly to the clients he serves.

Outside of work, Reid enjoys being outdoors, playing golf, exercising, cheering on the Volunteers, and spending time with his wife, Maggie, and their dog, Kurtis.

Licenses & Registrations:

Reid holds the SIE, Series 7, Series 6, and Series 63 securities licenses, as well as a Tennessee Life and Health insurance license.