Dan Berry

Background

About Dan Berry

Dan Berry has over a decade of experience in the automotive industry, where he developed a foundation in client service and sales. Throughout his career, he worked with a wide range of clients—from individual vehicle owners to large corporate and municipal fleets. His commitment to service and client relationships earned him multiple national sales awards and top consultant distinctions. Competing alongside leading professionals across the country sharpened his ability to deliver strategic guidance and build lasting, trust-based partnerships—skills that help define his approach as a financial advisor. Today, Dan focuses on helping clients navigate financial planning, retirement strategies, investments, and insurance. He believes in a clear, honest, and personalized approach, working closely with businesses, individuals, and families to understand their goals and build adaptable strategies that instill confidence. Rather than limiting his focus to a specific niche, Dan values working with people from all backgrounds, offering support that’s both practical and meaningful at every stage of life. Outside of work, Dan enjoys woodworking, playing guitar, and spending time outdoors—often fishing, biking, or hiking with his wife and children. His greatest joys come from traveling with his family and supporting his kids at their sporting events, where he takes pride in being present and encouraging their growth. Both at work and at home, Dan’s greatest motivation is creating a financial future—for his family, and for every client he works with. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.