Dan Mauck Location
United States
Dan Mauck Work
- 2022 - now Senior Financial Planner @ Lee Financial
- 2015 - now Member - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2014 - 2014 Chairman 2014 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2004 - 2021 Senior Financial Advisor @ Clintsman Financial Planning
- 2013 - 2013 President 2013 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2012 - 2012 President-Elect 2012 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2010 - 2011 Treasurer 2010-2011 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2003 - 2009 Founder, Chairman - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2001 - 2002 Public Relations Director 2001-2002 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2021 - 2025 Peer Reviewer @ Journal of Financial Planning Editorial Review Board (vol)
Dan Mauck Education
- Texas Tech University
BS (Family Financial Planning)
1993 - 1994 - Texas Tech University
BS (Agricultural Economics)
1989 - 1993
Dan Mauck Skills
- Investment Planning
- Insurance Planning
- Tax Planning
- Cash Management
- Debt Management
- Education Planning
- Charitable Planning
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
Dan Mauck Summary
Dan Mauck, based in United States, is currently a Senior Financial Planner at Lee Financial. Dan Mauck brings experience from previous roles at Financial Planning Association of Dallas/Ft. Worth (vol) and Clintsman Financial Planning. Dan Mauck holds a 1993 - 1994 BS in Family Financial Planning @ Texas Tech University. With a robust skill set that includes Investment Planning, Insurance Planning, Tax Planning, Cash Management, Debt Management and more. Dan Mauck has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lee Financial Employees
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Christie Williams
President at Lee Financial
Richardson, TX, US25+ -
Patricia Stoll
Chief Compliance Officer at Lee Financial
Texas, United States15 -
Jaime Boyles
Director Of Financial Planning at Lee Financial
Dallas, TX, US21 -
Jacob Odom
Senior Portfolio Manager at Lee Financial
Dallas, TX, US54 -
Rick Drew
Family Capital Senior Analyst at Lee Financial
Grapevine, TX, US24
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