Dan A Leary IV
Wealth Management Advisor
About Me
I’ve always enjoyed helping people succeed and protect what they’ve worked so hard to build. I’ve coached my kids throughout the years in their various sporting events, managed fitness clubs, and encouraged people to achieve their fitness goals, and now I help my clients achieve their financial goals.
I attended Western Oregon University where I studied health education and business, and then managed multiple fitness clubs in the Portland metro area. I experienced the challenges and stress that naturally come with owning a business, and in 2011, I joined Northwestern Mutual so I could serve as a financial resource for other local businesses.
I know how overwhelming financial decisions can be for a business owner, and how difficult it is to navigate the financial landscape in today’s world. I specialize in working with small business owners to create tax-efficient strategies and effective succession plans. I’ll take a holistic look at your business, and together we’ll create a plan that’s aligned with your long-term goals. It’s my goal to help your business become more profitable and to smoothly pass it on to future generations. I understand the value of your hard work, and no matter the industry you are in, I’m here to serve as the catalyst for change and longevity for your business.
I’m a native Oregonian and currently live in Happy Valley with my wife, Crystal, and our son Danny, who attends Nelson High School. My wife and I love cheering him on at his football, basketball, and lacrosse games. We also enjoy visiting our daughter, Alexis, who recently graduated from the University of Oregon and now lives in Texas with a career in sales. When our family is all together, we take an annual trip to Lake Tahoe and love exploring the outdoors.
Outside of the office, you’ll most likely find me out on the golf course, cheering at my kids’ sporting events, or watching a Dallas Cowboys game. I love traveling with Crystal when we get the chance, and we’re looking forward to beginning our next chapter in life together as empty nesters in the next few years.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
