Dan Roemerman, BA, CDHP
President, Greenway FInancial Group
Dan has provided financial and insurance planning advice to both the business community and residents of Missouri and Illinois over the last 30 years. He holds his Series 7 and Series 66 licenses and is a Registered Representative with Realta Equities, Inc., a registered broker/dealer that is a member of FINRA & SIPC, and an Investment Adviser Representative with Transc3nd LLC, an SEC Registered Investment Adviser. He also holds his life, health, property and casualty licenses.
With his Series 7 and 66 Licenses, Daniel is fully compliant and licensed to conduct Investment Advisory Services at the highest level of the securities industry.
Born and raised in the St. Louis area, Daniel attended grade school at All Souls Parish in Overland, Missouri. Upon graduating from CBC High School, he obtained his Bachelor’s degree from the University of Missouri-St. Louis. Daniel, his wife, Melissa, and his daughter, Julia, currently reside in Lake St. Louis. During his spare time, he enjoys chess, reading, boating, traveling, golfing, and partaking in Taekwondo with Julia.
Daniel went into business for himself in his early twenties. Over the last 30+ years, he has grown his Greenway Financial into one of the largest insurance agencies in the state of Missouri. Additionally, his practice has an A+ rating with the Better Business Bureau, or BBB, exemplifying integrity and high ethical standards. He currently focuses all his time, energy, and effort working the financial service side of his practice, while his active agents and employees tend to his clients’ insurance needs.
Daniel has dedicated his practice to serving the needs of both individuals and business owners. He specializes in building portfolios focused on wealth preservation and the idea of maximum distribution of income for retires and pre-retirees. He is extremely creative when it comes to designing plans maximizing growth, increasing yield, and mitigating risk.
He is not afraid to make individual stock and bond recommendations, for they have proven to be an essential component to his clients’ overall maximization of growth. Daniel offers proper guidance and good, sound advice for individuals seeking fiduciary counseling and financial planning recommendations.
