Dan Gut

Experience

1. Private Wealth Advisor with Adams, Gut & Associates

   Adams, Gut & Associates

   Jun 2014 — Present

   When it came time to choose my next destination within the Northwestern Mutual network, I felt compelled to join a team where my technical expertise in the financial services industry would be complemented by the strength of a broad client base and an entrepreneurial edge. As a partner and private wealth advisor with Adams, Gut & Associates, I have the opportunity to continue making an indelible impact in people’s lives, utilizing the specialized skill set and intimate client rapport I have honed throughout each phase of my career while staying connected to a growing business. Approximately 80% of my time is spent meeting face-to-face or virtually with clients in the healthcare industry to assess their current financial situation, highlighting the positive aspects and clarifying the areas that necessitate effective, beneficial change. With clients we work with, my objective is to translate my technical proficiencies into a learning tool that equips them with knowledge that is critical to understanding the available strategies for developing a holistic, self-driven financial plan.The dedicated team of professionals at Adams, Gut & Associates work diligently to form lifelong partnerships with our clients and challenge ourselves to consistently raise the bar in order to provide top-notch, unparalleled service. When our clients leave the table, we hope to ensure they are also leaving behind the strain of unease in regards to their financial future. In sharing our insightful financial acumen and implementing ongoing, progressive education, we strive to surpass our clients’ expectations for what they can achieve. Feel free to contact me if I can be of help to you or someone you know: d••••••••@nm.com

Education

• Tiffin University

  Bachelor of Business Administration - BBA, International Finance

  2000 — 2004

• Cloverleaf High School

  High School Diploma