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 Lagerborg & Associates: 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 2006, prior to joining Lagerborg & Associates in 2012. As a Private Wealth Advisor, 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 Lagerborg & Associates: I enjoy fulfilling our vision of providing a safe and sophisticated environment to enable our clients to thrive.

Best financial advice you’ve ever received: Do not carry a balance on a credit card and pay it off monthly if you decide to use one.

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.

Erica began working for Lagerborg & Associates in 2014. As the Director of Strategic Development, she is responsible for leading team development and Human Resources. 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 Lagerborg & Associates: The awesome Lagerborg & Associates 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!

Sarah joined Lagerborg & Associates 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 the Controller, she specializes in implementing strategies to execute our vision, 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 Lagerborg & Associates: 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.

Ashley has been part of Lagerborg & Associates since 2018. As a Private Wealth 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 Lagerborg & Associates: 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 a Private Wealth Service 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 Lagerborg & Associates: 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.

RoJo (AKA Whittney) has been dedicated to financial education since 2017 as a consultant. She joined Northwestern Mutual in 2019 and has been with Lagerborg & Associates since 2022. RoJo’s focus at Lagerborg & Associates surrounds planning that creates a holistic experience for clients to create generational wealth and collective liberation. After receiving a dual bachelor’s degree from the University of Colorado in Spanish Literature and Psychology, RoJo served in education as an educator and administrator for 17 years before switching to finance. Holding space for diverse leaders and business owners who share a vision of an equitable world, and take action in our community is how RoJo honors those before us and those after us. Outside of work, you may catch her dancing merengue, practicing yoga or eating good food with her partner, Joseph, and their teenage daughter, Deva.

Favorite part of working at Lagerborg & Associates: Our commitment to empowering community is more than just words on paper, it is the way this team operates.

Best financial advice you’ve ever received: Know your numbers. Know your values. Then make sure they are aligned.

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 team is founded in 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 Lagerborg & Associates: 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.

Rachel has worked in the financial industry since 2015 and joined Lagerborg & Associates in 2022 as part of the Investment Operations team. Her role will be focused on assisting clients with their investing needs as well as backend processing. Rachel graduated from Colorado State University with a Bachelor of Arts in English and a Bachelor of Science in Business Management. She also attended University of Denver’s Publishing Institute. Outside of work, Rachel enjoys all that Colorado has to offer by frequenting hiking trails and the mountains any chance she gets while still taking time to binge watch her favorite shows or read a good book. She also loves spending time with her family and watching any Colorado sports team—particularly the Broncos and the Rockies.

Favorite part of working at Lagerborg & Associates: The Lagerborg & Associates team has an amazing approach during each interaction regardless of it is with clients or their peers. There is genuine care with the mindset of ensuring everyone feels empowered and is successful.

Best financial advice you’ve ever received: Live below your means, and it is never too late to invest.

Keri has been working with Northwestern Mutual since 2017, prior to joining Lagerborg & Associates in 2022.  As an Insurance Coordinator, she is responsible for insurance servicing and helping clients implement their goals.  She graduated from Texas A&M University-Kingsville in 2007 with a Bachelor’s Degree in Animal Science.  Outside of work, Keri enjoys spending time with her husband and their two kids whether it's camping, reading, or attending cycling races.

Favorite part of working at Lagerborg & Associates:  Working on a team that truly cares for each other and the clients that we meet.  It is a great joy to come to work every day when you have such supportive and caring team members.

Best financial advice you’ve ever received: Save your money for a rainy day because you know that day will eventually come.

Telsche has been with Northwestern Mutual since 2015, and joined Lagerborg & Associates in 2022 after a 6-month hiatus to have her first child. She has worked at NM in a variety of roles, but she currently assists advisors in preparing materials for client reviews. Outside of work, she enjoys cooking, painting, and spending time with her husband, Cameron and baby boy, Henry.

Favorite part of working at Lagerborg & Associates: There is a feeling of abundance that permeates the whole team culture – abundant thinking, abundant living, and abundant caring for each other and our clients.

Best financial advice you’ve ever received: Pay yourself first, and automate your savings so you don’t even notice it coming out each month!