Dan Niccum architects multidimensional, right-fit solutions for financial services clients, propelling them to achieve key goals. Dan has developed a reputation for possessing a sixth sense when it comes to identifying the critical elements that comprise a client’s needs. As a result, over the past 10 years Dan has forged strong partnerships with some of the nation’s largest independent broker/dealers and financial institutions.
Dan has a proven track record of elevating client service and driving business growth.
Innovating is central to Dan’s approach, with a focus on developing flexible, scalable solutions that deliver strong ROI.