Dan Reese

Founder, Senior Wealth Advisor

Meet Dan

Dan Reese is a Founder, Senior Wealth Advisor based in Jackson, Michigan with 23 years of experience in the field.

Our Founder Dan Reese is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor. He has worked with families since 2001 to develop prudent strategies in pursuit of long-term financial success. Taking a comprehensive approach, Dan focuses on each of the areas of wealth management including making smart choices with money, mitigating taxes, taking care of heirs, protecting assets from being unjustly taken through litigation or divorce, and charitable giving.

A graduate from Michigan State University with a Bachelor of Science degree in economics and statistics, Dan furthered his education by receiving his CERTIFIED FINANCIAL PLANNER™ certification in 2005. An active member of the community, Dan has been chairperson of Lumen Christi Catholic School Board of Trustees, served as a coach for youth basketball and soccer, and is a member of St. John’s church holding positions on both the finance and pastoral councils.

Outside of work, Dan enjoys spending time with his wife Debbie and their three wonderful children, Jack, Andrew and Libby. He’s an avid golfer and enjoys reading. His favorite books include fast paced fiction written by authors such as Web Griffin, Dan Brown, and Michael Crichton, as well as a variety of biographies and historical pieces.


“An Investment in knowledge pays the best interest.”
Benjamin Franklin


Icon/Paid Volunteer Day Created with Sketch. Experience
  • 23 years financial industry experience
  • 20 years with Avery Wealth, Inc.
  • BS Michigan State University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
Professional Memberships
  • Financial Planning Association
“An Investment in knowledge pays the best interest.”
Benjamin Franklin