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Dan Zech, CEPA

Co-Founder, Senior Financial Planner

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Dan Zech earned a Bachelor’s Degree in Economics and Management from Albion College, where he was a member of the baseball team, and a Master’s Degree in Accounting from the University of Notre Dame. He worked in public accounting and audit roles for six-plus years before his passion for helping people led him to the field of personal finance.


His past experience with business owners led him to obtain his Certified Exit Planning Advisor (CEPA) designation, so to ensure that planning for – and their eventual transition to – retirement happens on their terms.


Dan lives in Troy, MI with his wife, Jenna, son, Brooks, and their two dogs, Stella and Eddie. He enjoys getting outdoors whenever possible, playing the drums, and all things Detroit sports.


248-733-4344 ext. 2

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