Daniel F. Megnin, M.A.
Dan is the Vice President of Wealth Management at Assured Equity Management, concentrating his practice in all areas of personal and professional wealth management and investments. He attended Syracuse University, obtaining a Bachelor's of Arts in International Studies and German in 1992. After graduating, he continued his studies in the areas of International Economics and Policy Analysis at the University of Denver where he received a fellowship from the Josef Korbel School, finishing his Masters of Arts degree in 1995. Since then, Dan has focused on working with business owners, non-profit organizations, professionals, educators, and high net worth families to help them as they work together to accumulate and maintain net worth.
Dan's investment advisory work focuses on tax-sheltered and qualified retirement accounts by integrating each client's personal goals and values into their portfolio management strategy. He is a member of both the Sterling and Retirement Benefits Groups, both divisions of AXA Advisors, LLC. Dan has been recognized within AXA Advisors, as well as within the financial services field, in 2004-2008 and 2010 to current. In 2014, Dan was inducted into the AXA/Equitable Hall of Fame.
Dan resides with his wife, Katie, and sons Heath and Seth in Cherry Hills Village, Colorado.