Dan Lekki

Background

About Dan Lekki

As an Investment Executive at Megent Financial, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, consolidating old retirement plans, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. I received my undergraduate degree from Loras College in Dubuque, IA in public relations. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations.