Dan Keller, CPA joined OnPath Financial, LLC in 2022. Dan uses his experience as a tax accountant to offer comprehensive financial and investment planning focused on tax-efficient advice.
He holds the FINRA series 7 held through LPL Financial and Series 66 securities registrations, held through HighPoint Advisor Group, as well as state life, health and long-term care insurance licenses.
Dan attended the University of Illinois at Urbana-Champaign, earning a bachelor’s degree in accounting and a Master’s degree in accounting with a concentration in taxation. After graduating, Dan earned a license as a Certified Public Accountant.
He previously served as a Tax Accountant at RSM US LLP in their Private Client Services department for 7 years. His responsibilities included providing clients with consulting and compliance services related to their individual, partnership, and trust tax returns.
Dan grew up in Saint Charles and currently resides in South Elgin. He enjoys spending time with his family and friends, golfing, exercising, and watching the Bears on Sundays.