Dan Morris ChFC®, CPFA®

Daniel is a Financial Advisor with Eagle Strategies, LLC,* offering to his clients the dedication and commitment required of an entrepreneur. He bought his first investment property at age 19, and completed a Bachelor’s of Science degree in Finance at Northern Illinois University. Daniel has worked as a business owner with partners and a large base of employees, and due to that experience, he better understands the demands on time and the need for advanced planning required of his business owner clients.

Dan focuses his efforts with business clients and in the non-profit marketing place. For non-profits, he leads with board development on planned giving as well as benefits for employees through retirement plans and financial well-being. In business, Dan focuses on retirement plans, deferred compensation, key employee benefits, and generating financial independence from the business – working with employees and business owners.

When he’s away from the office, Daniel enjoys being with his family, working with his community, motorcycling, and golfing. He is married and has two boys, 19 and 14. In his community, he serves on the board of MindSpark Learning and supports a number of his non-profit clients through volunteering.

CA Insurance Lic. #0M72600