Dan Grodzicki joined Prism Financial Group in 2015 as a Client Service Specialist, and quickly added the duties of investment trading to his job description. His responsibilities include the maintenance of our investment trading and re-balancing program, as well as handling client service requests as they arise. Dan also serves as a member of our firm's Investment Committee.
Dan brings an extensive background in both accounting and finance to his role with Prism. Dan began his career in the financial industry in 1998, after obtaining his degree in accounting. He has earned the Series 7, 63, and 24 FINRA licenses. He also added the designation of Registered Paraplanner from the College for Financial Planning, and Accredited Medicaid Planner through the Medicaid Planning Network, and has held Life and Health Insurance Licenses in the past.
Dan recently traveled to Dallas, TX for an advanced training conference for the investment trading and modeling software that we utilize in our office. He was one of 50 attendees from across the country to continue his education on this important trading tool.
On a personal note, Dan and his wife, Ann, have a blended family consisting of two sons and two daughters, ranging in age from 8 to 24. In his free time, Dan enjoys playing golf and relaxing at the lake with his family.
We are fortunate to have Dan as a member of the Prism Financial Group team. He can be reached by email at Dan@PrismFG.com or by telephone at (913) 345-1444 x3559.