Dan Goldberg

Dan Goldberg

Managing Partner

Dan Goldberg was born and raised in Denver, Colorado.  He received his bachelor of arts degree in Biology & Psychology from the University of Colorado at Boulder, his MS in Sports Management from The Ohio State University, and his MS in Accounting from the University of Colorado at Denver.  He has also passed his Series 7 General Securities Representative Examination and his Series 66 Uniform Combined State Law Examination.  Additionally, Dan is currently certified as an Enrolled Agent, which is the highest credential the IRS awards.

Dan's professional interest areas include financial & retirement planning, tax planning and preparation, and tax resolution.  He currently lives in Aurora with his wife Pamela and their two children Katelyn & Zev.