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Daniel Lagerborg
Wealth Management Advisor at Lagerborg & Associates
Daniel Ryan Lagerborg is a Wealth Management Advisor and the Founder of Lagerborg & Associates, a financial planning firm affiliated with Northwestern Mutual.1 Here are some key details about Daniel Lagerborg:
Professional Background
- Founded Lagerborg & Associates in 20051
- Has been working with Northwestern Mutual since 20021
- Serves as the Founder and Financial Planning Specialist at his firm1
Role and Responsibilities
- Oversees setting the vision for Lagerborg & Associates1
- Focuses on protecting the firm's ideals of safety and sophistication1
- Coordinates new relationships with clients, ensuring they find the firm to be a safe and sophisticated place to manage their important financial matters1
Personal Life
Daniel is married to Steph and has two daughters named Adeline and Ellie.1 The family resides at Woolly Hill Farm in Old Littleton, where they enjoy:
- Gardening
- Outdoor activities
- Playing sports
Professional Approach
Lagerborg emphasizes creating a safe and sophisticated environment for clients to manage their financial affairs.1 He continues to grow his team at Lagerborg & Associates, focusing on preserving clients' legacies and developing strategies for their financial well-being.3
Daniel Lagerborg maintains an active presence on LinkedIn under the username dlagerborg, where he shares insights about his work and team.234
