Planning Team

Professional

Dan has been working with Northwestern Mutual since 2002, before the founding of Lagerborg & Associates in 2005. He oversees setting the Vision for the firm and protecting our ideals of safety and sophistication. Dan also enjoys coordinating new relationships with Lagerborg & Associates, ensuring that they find us to be a safe and sophisticated place in which they can take care of that which is most important to them. Outside of work, he is surrounded by three energetic and dynamic women: his wife Steph and two daughters, Adeline and Ellie. As a family, they love to garden, get outside and play sports at their home, Woolly Hill Farm in Old Littleton.

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

Favorite part of working at L&A: The people! From our clients to our team I get to interact with a great group of hard working, intentional, and charitable people on a daily basis.

Best financial advice you’ve ever received: Spend less than you make. Utilize debt sparingly - and only on investments or accretive assets.

Awards and Recognition

• Million Dollar Round Table Qualifying Member (2007-2015)
• National Quality Award (2007-2010)
• National Sales Achievement Award (2006-2010)

Personal

Dan was born and raised in Colorado. He is surrounded by three energetic and dynamic women, his wife Stephanie and two daughters Adeline and Ellie. Stephanie and Dan have been married since 2003. Stephanie is a real go getter, and enjoys competing in Iron Man races. Adeline (10) is a soccer player, horse lover, and gazelle. Ellie (7) is an avid reader, socccer player, and has the most contagious smile.

As a family, they love gardening, being outside, playing sport, EPL, and visiting friends in England where they help them run their farm. Their home, Whoolly Hill Farm, is in Old Littleton which contains three Baby Doll Southdown sheep (Cocoa Puff, Darth Whoolly, and Sean), three composting ducks (Quacker, Marshmellow, and Alpha), a barn cat (Tottenham), a Pyrenee (Fluffernutter), and Smiley, the house turtle. Dan has a passion for wine, and has his level 1 introductory sommelier credential.

Alan has been working with Northwestern Mutual since 2007, prior to joining Lagerborg & Associates in 2014. As the Director of Financial Planning, his role consists of helping new and existing clients with developing, implementing, and tracking their personal and financial goals. Alan graduated from Middle Tennessee State University with a bachelor’s degree in business administration. Outside of work, Alan enjoys traveling the world and spending time with friends and his beautiful wife, Summer.

Favorite part of working at L&A: I enjoy working at L&A because we have the honor of helping people achieve things that are very near and dear to their heart.

Best financial advice you’ve ever received: Never buy something on a credit card that you don’t intend on paying off each month.

Brit has been dedicated to Lagerborg & Associates since 2005. As the COO, Brit’s focus surrounds team development, overseeing operations, implementing strategies to execute our vision as well as Human Resources. She graduated Magna Cum Laude from Rocky Mountain College of Art + Design in 2003 before joining the team. Apart from her work, Brit enjoys reading, coffee dates, binge watching Netflix and inspiring people to grow to their full potential alongside her husband, Brett, and their two young children.

Favorite part of working at L&A: Our team is amazing; it’s wonderful to work alongside such caring, intelligent, hard-working people.

Best financial advice you’ve ever received: Save for your own retirement and start early - don’t rely upon receiving social security in the future.

Sarah joined Lagerborg & Associated in 2019 after Graduating from the University of Denver, obtaining a master’s degree in Global Finance, Trade and Economic Integration as well as a Certificate in Security. As Director of Operations, she specializes in team development, oversight of team operations and leads the development and execution of our Guatemala Sponsorship program. Outside of work, Sarah enjoys spending time with friends and family, hiking and enjoying the company of her pup, Mr. Nelson.

Favorite part of working at L&A: Relationships - Our incredible team works hard to develop true and meaningful relationships with our clients in order to help them achieve their goals.

Best financial advice you’ve ever received: Buy what you need, not what you can afford.

Erica began working for Lagerborg & Associates in 2014. As the Director of Marketing and Business Operations, she is responsible for all marketing and branding, insurance service and development and creating the ultimate experience for new and existing clients. Erica graduated from Colorado State University in 2011 with a bachelor’s degree in Business Marketing. In her free time, she enjoys visiting her family and enjoying the beautiful Colorado outdoors with her husband, Tim, and two young daughters.

Favorite part of working at L&A: The awesome L&A team! I love my coworkers.

Best financial advice you’ve ever received: Save a little of every paycheck. Even if it’s a small amount, it’s more about getting into a habit of doing it. And eventually it will add up!

Ashley has been part of Lagerborg & Associates since 2019. As an Associate Wealth Management Advisor, she is responsible for helping clients implement their goals. She is a graduate of the University of Denver with a master’s degree in Global Finance, Trade and Economic Integration. Outside of work, Ashley enjoys spending time with family and friends as well as hiking, traveling and enjoying a good cup of coffee.

Favorite part of working at L&A: Being able to work with amazing team members that are caring and share the same vision.

Best financial advice you’ve ever received: Consider 20% of your income as a bill towards savings.

Patrick joined Lagerborg & Associates in 2020 after working with Northwestern Mutual since 2011. As an Associate Wealth Management Advisor, Patrick works with existing clients to review their financial plans and implement strategies to achieve their goals. Outside of work, Patrick enjoys drumming, cycling and spending time with his wife and two kids, Olivia and Josiah.

Favorite part of working at L&A: Everyone on the team is dedicated to creating safety and sophistication for our clients and one another. And they have a great sense of humor!

Best financial advice received: Start the habit of systematic savings young. It gets harder to create new habits the longer you wait.

Nate joined Northwestern Mutual in 2012 before becoming part of the Lagerborg & Associates team in 2017. As the Director of Investments, Nate focuses on managing client portfolio line-ups to help ensure a level of diversification and sophistication aligning with each client's goals and risk tolerance. He graduated form the University of Denver with a master’s degree in Global Finance, Trade and Economic Integration. Apart from his work, Nate enjoys spending time with his wife, Erica, and their dog, Taz. While they enjoy socializing, they would much rather stay home with a good book in their hands and wine in their glasses.

Favorite part of working at Lagerborg & Associates: We have such a great group of people working here at Lagerborg & Associates. We work hard, laugh, and pick on each other. I can honestly say that my co-workers are also my friends.

Best financial advice you’ve ever received: I don’t know if I have a best piece of advice, that said the book Richest Man in Babylon really encourage me on how to best approach the world of finance and budgeting.

Ryan joined Lagerborg & Associates in 2019 after preciously spending four years with Fellowship of Catholic University Students in CA, MS and CO. He is a graduate of Colorado State University, earning a Bachelor of Science in Finance and Economics. His role on the Lagerborg team is founded in Insurance and Investment servicing. Outside of work, he and his wife enjoy the company of their two young children as well as supporting the Broncos and Rams on the weekends.

Favorite part of working at L&A: Being part of a team with individuals who are experts in their respective areas.

Best financial advice you’ve ever received: When times are good, save your money. When times are bad, invest your money.

Jaime has been working with Northwestern Mutual since 2010, prior to joining Lagerborg & Associates in 2020. As the Insurance Coordinator, she is responsible for insurance servicing and helping clients implement their goals. She graduated from the University of Denver in 2009 with a bachelor's degree in arts. Outside of work, Jaime enjoys spending time with her husband, Greg, and two daughters, their extended family and friends; reading, going on bike rides, and trying new recipes.

Favorite part of working at Lagerborg & Associates: Working on a team where I feel like everyone genuinely wants to see me succeed and grow (personally and professionally).

Best financial advice you’ve ever received: More money will make you more of what you already are (i.e. a better saver or a bigger spender).