Dan Stolfa

Daniel helps clients identify additional opportunities to align their wealth with their goals, values, and vision for the future. With more than 22 years of experience in financial services, he has worked with entrepreneurs, business owners, executives, multigenerational families, and high-net-worth individuals as they navigate complex financial decisions. His background as an attorney, tax professional, fiduciary advisor, and CERTIFIED FINANCIAL PLANNER™ professional gives him a unique perspective on the intersection of wealth, planning, and long-term decision-making. 

In his role, Daniel partners with advisory teams across the country to deepen client relationships and help ensure clients benefit from the full breadth of planning resources, investment capabilities, and specialized expertise available through Wealth Enhancement. He focuses on helping clients uncover opportunities they may not have previously considered, including retirement income planning, tax-efficient wealth transfer strategies, business succession planning, philanthropy, and legacy planning. 

Daniel’s goal is to help clients gain clarity and confidence around life’s most important financial decisions through thoughtful listening, collaboration, and planning. He lives in Northfield, Minnesota, with his wife, Nikole, and their six children. In his free time, he enjoys traveling and participating in motorcycle audio competitions.