Dan Kutzkey is the Owner and President of Maxwell Financial Group, Inc. a comprehensive financial planning firm he founded in 2013. He has been a financial planner since 2005 and works with a wide variety of clients, both personal and business, finances. His firm, Maxwell Financial Group, Inc. has been a leader in the private sector since its inception and offers products and services across the US. More information about the firm can be found on its website: www.maxwellfinancialgroup.com.
Dan’s primary specialty is in the field of business and individual retirement and estate planning, though he assists all his clients and the advisors of his firm in a myriad of areas, including insurance, money management, and financial plans, the retirement planning specialty allows him to truly focus on the long-term best interests of his private clients.
When not working on the firm or for his clients, Dan can be found pursuing his other passions, Fishing, Hunting, Golf, or working on the farm. He resides in rural Yamhill, Oregon with his wife and two children on their family-run U-Cut Christmas tree farm Oak Hill Tree Farm.