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Daniel Willie
Daniel D. Willie
Associate Partner
Areas of Focus
  • Business Owners
  • Medical Professionals
  • Asset Protection
  • Wealth Management
  • Tax Strategies
  • Education Funding and Estates


Phone: 214.642.9118
Location
Austin, TX »
2801 Via Fortuna
Suite 450
Austin, TX 78746

Fax: 612.256.3012

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Over the past seventeen years, Dan has built his financial advising practice on the following principle:

"Each client deserves my best effort to deliver client-centered financial advice, instruments, and follow-up, consistent with quality recommendations aimed at effectively meeting client needs."

Those seventeen years have included building two practices - one where his career began in North Star's flagship Minneapolis, MN, office, and the other out of his current primary office in Austin, TX. While Dan's practice has become diversified through referrals to senior generations, business owners, and dozens of occupation types, the majority of his clients are specialty physicians.

Born and raised in northern Minnesota, Dan studied organizational management and finance at Gustavus Adolphus College, and started his career as a Financial Advisor at North Star Consultants, Inc. immediately thereafter. Dan's objective is to build an "organic practice" – one which is founded on keeping existing clients for years to come through met and exceeded expectations, thus eliminating the need to routinely deal with client turnover. He believes that focusing on cultivating an organic practice creates healthy growth through new clients referred from existing relationships.

Dan is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.

Dan and his wife, Abby, live in southwest Austin with their four sons, Jackson, Ryder, Finn and Briggs.

Dan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1623289 / 10-2016

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


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Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


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Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Austin

2801 Via Fortuna
Suite 450
Austin, TX 78746

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.