PERSONAL STATEMENT

I have always enjoyed sorting through information to uncover important details. Knowing I can use my desire to understand our current financial climate to help our clients gives me great satisfaction. Clients rely on us to make recommendations that significantly impact their financial future, and I take that responsibility seriously."

SUMMARY OF EXPERIENCE

Dan is an investment manager and analyst at Vantage Financial Partners Limited, where he is responsible for doing extensive investment research and creating account proposals. In this role, he maximizes his strong quantitative and analytical skills, knowledge about the financial markets, and ability to remaining focused in a rapidly changing environment.

Dan joined the Vantage team as a mortgage broker in 1994 then transitioned to an investment manager position in 1998. He then took a sabbatical to pursue his education and some Christian ministry opportunities in 2002. Dan returned in 2008 with a renewed sense of purpose and desire to continue helping Vantage clients meet their financial goals.

Dan is a member of his church, where he is involved in several ministries.

EDUCATION

Dan received his Bachelor's degree in biblical studies at the Moody Bible Institute in Chicago, and he is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) Candidate.

To contact Dan Kaibel, please call (847) 590-5555, Extension 112, or click here to send him an email.