Daniel Herrmann

Dan has a passion for enhancing business practices to better serve clients. He thrives in a team environment and is very adept at finding new solutions that promote efficient and scalable processes that drive client satisfaction and enable growth. This experience enhances the boutique advisory landscape upon which DWM was built.

Dan brings nearly three decades of financial services experience. He began his career with OppenheimerFunds—a once global leader in asset management— directing teams in operations, technology, client services, and relationship management. From there, he spent time at Broadridge, responsible for product development and integration with new clients, then transitioned to Empower and, eventually, Wells Fargo, continuing to specialize in relationship management and operational efficiencies. Dan graduated from the University of Northern Colorado’s Monfort College of Business with a degree in business administration and management.

Dan has spent most of his life in Colorado. In his free time, he spends time with his wife Heidi, and their four children. Like most Coloradoans, Dan also enjoys just about anything outdoors, including hiking, hunting, and fishing.