Dan focuses on Life Insurance at Heritage Wealth Management, bringing over nine years of experience in the financial services sector. Having passed the Series 65 Exam, as well as a life and health insurance license, he is an alumni of the Cox School of Business at Southern Methodist University in Dallas and holds an MBA with concentrations in Financial Consulting and Brand Management as well as a Bachelors of Art from Weber State University. Dan is enthusiastic about guiding individuals to comprehend the intricacies of money management, emphasizing the importance of saving, investing, and preserving their financial future. Dan’s multifaceted knowledge, coupled with his educational background, positions him as a valuable asset to our team and a trusted advisor for those seeking comprehensive financial guidance.

The Real Dan Frandsen

Hey, I am Dan.
Dan grew up in the Intermountain West including stints in Wyoming, Idaho, Nevada and Utah. He lived and worked in Japan for three years. Dan lived in Fort Worth, Texas for 23 years where he raised his two daughters; Kaitlyn and Kylie. He has been married to Kathleen for four years and resides in Draper.  He loves to hike- especially in the High Uintas. He typically has a ski pass to Snowbird each winter.  Dan loves to cruise and travel having worked for American Airlines and its subsidiaries for several years in Texas.  He has visited 35 states and 30 countries with more trips on the horizon!