Dan Trotter

Background

About Dan Trotter

I have many loves and hobbies including golf, fishing, boating, recreational basketball, and soccer. Most importantly, I enjoy spending time with my family. I'm a husband and father to 2 kiddos, a boy and a girl. I was blessed with a long, fruitful career at Rocket Mortgage where I helped thousands of families plan their future. I loved what I did but was limited in the service and solutions I could provide. Transitioning to a career as a financial advisor was an obvious choice. I get to help people with some of the most challenging and exciting parts of their life like planning or transitioning into retirement, managing assets, estate considerations, or restructuring personal and business finances. Achieving your financial goals can be challenging, a professional adviser can help streamline and organize your timeline. In today's world, consumers have access to hundreds of firms in a matter of seconds. We often ask ourselves; do I need assistance, can I do this myself, will this be expensive? I answer these questions and more. No matter what, our #1 goal is to have your best interest in mind which is why I believe people chose to partner with us. Edward Jones Westlake is a multi-advisor office that works as a team. We take a commonsense approach to your needs regardless of how simple or complicated they are. Our goal is to earn your trust through clear communication and following through on what we promise. We make ourselves accessible and return communication promptly. Our team wants to be your advisor for For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see