Our Latest Thinking
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and [...]
Now Might Be a Good Time for a Roth Conversion
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax [...]
Daniel S. Tresemer, CFP® is a Founding Partner of OnPath Financial, having co-founded the firm in 2003. Mr. Tresemer began his career in 1997, operating an individual practice in Colorado before moving back to the Midwest. His main focus at the firm is addressing the needs of uniquely successful clients as co-team lead of the OnPath Private Client group. From the beginning of his career Mr. Tresemer has been focused on creating and protecting wealth for individuals and businesses throughout the country.
In 2004, Mr. Tresemer became a CERTIFIED FINANCIAL PLANNER™ professional, a certification conferred by the CFP Board. He also has had the privilege to be part of executive education programs at top business schools including the Kellogg School of Management at Northwestern University, The Fuqua School of Business at Duke University, and The Wharton School at the University of Pennsylvania.
Mr. Tresemer holds a Bachelor of Arts Degree from Luther College in Decorah, IA. Mr. Tresemer’s philanthropic efforts focus on mental health, Type I Diabetes research, and the environment. Dan has a passion for all things outdoors, traveling with his family, and renovating historic structures. He and his wife are the proud parents of two daughters and reside in Geneva, IL.