Dan Gut

Experience

• 

  Northwestern Mutual

  May 2004 - May 2006

  Financial Advisor

  In my first role as a financial advisor, I sharpened the technical skill set essential to helping clients build a concrete financial plan around confident decision-making, education and honest communication about their goals for the future.

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  Benefits Resource Group

  Jun 2006 - Jan 2012

  Case Design Analyst - Executive Benefits

  As a case design analyst, I worked primarily with business owners and top executives in the law and healthcare industries to design high-level benefit programs for key staff, including deferred and incentive compensation plans. This role provided me with the vital business education and additional training experience necessary for reentering the wealth management field.

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  Northwestern Mutual

  Jan 2012 - now

  When it came time to choose my next destination within the Northwestern Mutual network, I felt compelled to join a team where my technical expertise in the financial services industry would be complemented by the strength of a broad client base and an entrepreneurial edge. As lead advisor with Adams, Gut & Associates, I have the opportunity to continue making an indelible impact in people’s lives, utilizing the specialized skill set and intimate client rapport I have honed throughout each phase of my career while staying connected to a growing business. Approximately 80% of my time is spent meeting face-to-face or virtually with clients in the healthcare industry to assess their current financial situation, highlighting the positive aspects and clarifying the areas that necessitate effective, beneficial change. With clients we work with, my objective is to translate my technical proficiencies into a learning tool that equips them with knowledge that is critical to understanding the available strategies for developing a holistic, self-driven financial plan.The dedicated team of professionals at Adams, Gut & Associates work diligently to form lifelong partnerships with our clients and challenge ourselves to consistently raise the bar in order to provide top-notch, unparalleled service. When our clients leave the table, we hope to ensure they are also leaving behind the strain of unease in regards to their financial future. In sharing our insightful financial acumen and implementing ongoing, progressive education, we strive to surpass our clients’ expectations for what they can achieve. Feel free to contact me if I can be of help to you or someone you know: daniel.gut@nm.com 330-668-6171www.adams-gut.com Show less

  • Private Wealth Advisor with Adams, Gut & Associates

    Jun 2014 - now

  • Associate Financial Advisor

    Jan 2012 - May 2014