Founded Presidential Brokerage 21 years ago, and has been in the financial services business 28 years. Currently President of Presidential Brokerage, and America’s Retirement Store, a community based Division focused on Helping Main Street America with personalized attention regarding Retirement. Dan has spent considerable time over the past five years in training and learning about the complex federal tax rules governing retirement accounts, taxation, and key planning techniques for what he terms "the second half of the ball game" – when people should be enjoying their money and not worrying about it. Dan is a member of Ed Slott’s Elite Advisor Group. He loves the team concept and working in a team environment. Dan is passionate about helping clients reach their financial goals, and also about helping his employees and team members achieve the same. Dan partners with Jason McBride. They have worked together for 17 years. Dan and Sherri, his wife of more than twenty nine years, have two children, Matthew 25, and Natasha 23. He loves surfing, snowboarding, playing golf and hitting the open road in his motor coach along with Sherri and their two enthusiastic dogs.

Dan Lempe, President and Member of Ed Slott’s Elite Advisor Group