Dan Volk is a Financial Advisor in Grayslake, Illinois and Kenosha, Wisconsin. He concentrates on providing advice for individuals, municipalities, and IRA/401(k) planning. Dan focuses on helping clients achieve their goals by using his investment knowledge, expertise, and experience to navigate the markets leading up to, and during their retirement years. He and his business partner, Barry Proctor, construct ever-changing portfolios based on time horizon, risk tolerance, and client objectives while keeping a close eye on market and economic conditions around the globe.

Dan has been a trusted advisor at Wintrust Wealth Management since 2009. Prior to joining the firm, he served clients in similar capacities since beginning his career at Olde Discount Corporation following his graduation in 1999.

Dan earned a bachelor’s degree in Economics from Northern Illinois University. He holds FINRA Series 7, 52, 63, and 65 Licenses, in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses. Dan resides in Grayslake with his wife, Carrie, and their three children.