8040 Ortonville Road,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Daniel Krug & Associates Client Advisory Team
Senior Wealth Manager
Daniel M. Krug is a Wealth Manager and Investment Advisor Representative at Daniel Krug & Associates. He has over 18 years experience in the financial industry and holds a degree in business administration. He was one of three...
Associate Wealth Manager
Client Account Coordinator
Kimberly Krug assists the wealth managers in setting up and administering client accounts. She keeps in contact with clients during the transfer and account set up period to ensure they stay informed throughout the process. Kim also...
Client Account Coordinator
A Para Planner is a relatively new position within our firm that involves the performance of the administrative duties of a Wealth Manager. This function was created to allow our Wealth Managers to focus on the relationship side by...
Client Event Coordinator
Our strategic partners are independent firms, each upholding their fiduciary standard for our clients, working hand in hand with Daniel Krug & Associates as part of your advisory team. Our clients have complete access to all team...
A Wealth of Tax and Investment Planning Expertise
You will benefit from having this combination of experienced tax strategies and investment planning in sync to meet your goals. You will save time by working with a team that helps ensure your financial future with an understanding of...
Brenda is a Certified Public Accountant that has over 31 years of experience in the accounting, tax, and financial services. She prepares partnership, corporation, individual, trust and estate tax returns. She is experienced in tax...
Neal J. Barnett, managing partner of Sills, Charboneau & Barnett, has worked with the clients of Daniel Krug & Associates since 1999. He brings his specialized knowledge of trust and estates, probate avoidance, probate, elder law and a...
Don L. Rosenberg is a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and has been practicing law for over 30 years. In 2001, he helped found three special divisions of the firm: The Center for Elder Law, The Center...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.