Dan Anderson, CPA
senior Financial Planner
Dan is a Senior Financial Planner here at Capstone. Dan thrives on helping people reach their financial goals.
“As I transitioned out of my previous career in public accounting, it was important to find a role where I could truly make a difference. Being a valuable resource to both our clients and the Capstone team is what matters most to me,” Dan shares.
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Invested in your future
As an active member of the Illinois CPA Society, Dan makes sure he’s connected and informed. He brings this passion to his clients every day.
“Staying current on market developments and tax law changes allows me to support the wealth advisory team in providing thoughtful, well-informed guidance to our clients,” he says.
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Building community
While in college, Dan spent his summers volunteering with the Appalachian Service Project, helping to repair homes for low-income families in the Appalachian Mountains. He also supported the college library’s “Partners in Reading” program, where he helped elementary school students develop a love for books and libraries. His commitment to service—rooted in his experience as a Boy Scout—has remained a guiding value throughout his life.
Dan is studying to become a CERTIFIED FINANCIAL PLANNER™ and is a licensed Certified Public Accountant (CPA). He earned a Bachelor of Science in Accounting and Finance from Illinois State University.
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