Dan Erdmann, CPA
Financial Planner, Tax Manager
Dan Erdmann How long have you been working in your field?
What are your areas of focus?
- Financial Planning
What problems do you consistently solve for your clients?
I help my clients in learning how to efficiently pay taxes. I also enjoy sitting down with clients to help them prepare for retirement.
Do you plan on retiring? If so, when? How do you feel about it?
YES! – when I’m 60 years old. I am not nervous at all! With proper amount of planning now and understanding my long-term goals, my wife and I will be able to get there!
What is the best advice you’ve ever received?
Do the right thing always.
What did you want to be when you grew up?
Farmer or a doctor.
What is your biggest professional accomplishment?
Getting my CPA license. I can still remember almost hitting my head on the ceiling from jumping so high.
What are you most passionate about professionally? Personally?
I love sports. Especially, the MN Twins.
I have lived in Minnesota my whole life and do not know how to ice skate. I also just learned how to water ski this summer.
I have been married to my wife, Kelly, for 13 years. We live in Hanover with our 2 children Taden (9) and Anneka (7). We have a miniature Australian Shepherd.