Daniel Flees, CMFC, FSS, LUTCF
Daniel began in the securities and insurance industry in 1993 as a registered representative with Transamerica Financial Advisors until 2006 when he joined the McNeely Financial Services team. He specializes in post-retirement needs, including funeral trusts, income distribution, estate and retirement strategies and young family anticipatory college saving strategies. He has earned the designation of Chartered Mutual Fund Counselor (CMFC), Financial Services Specialist (FSS) and Life Underwriter Training Council fellow (LUTCf). He also holds Series 7 and 63 securities registrations through Woodbury Financial.
Professionally, he is affiliated with the National Association of Insurance and Financial Advisors (NAIFA) Central Wisconsin Association and has served as Chair in all positions as well as having been President from 2002-2003. He is also active in his church and community service organizations. He is currently serving as the trustee for the Knights of Columbus (KC) - Father John Eisen Assembly #1219, is member of the KC Honor Guard and is a Past Grand Knight and current trustee for the KC Father John Eisen Council #1799.
Daniel is also a Wisconsin Hunter Education Instructor.