Dan Kambeitz, CFP®

Senior Associate, Client Advisor

dan-kambeitz

Dan Kambeitz joined Meristem as an Intern in June 2013 and was hired as an Associate in the Client Advisory Group in December 2013. Dan has a desire to understand the “why”, so after taking his first investments class in college, it was clear that the investment world would be a good career choice given its complex and dynamic nature. This curiosity paired with his ability to genuinely connect with people allows Dan to understand clients’ goals and deliver on them. Dan’s appreciation for comprehensive financial planning led him to obtain his Certified Financial Planner(CFP®) designation in July of 2019. When he isn’t working, you will find Dan on a golf course or spending time with his fiancé and their dog Teddy at the cabin.

EDUCATION

University of St. Thomas
BA, Finance (2013)

WORK EXPERIENCE

Meristem

Senior Associate, 2019
Associate, 2013 – 2018
Intern, 2013

Interests

Cabin with the family, golf, travel and the outdoors.