Egan works with a broad range of individuals and families and high-net-worth individuals, helping clients navigate investment management, retirement planning, and tax-efficient planning.

He takes a client-centered and comprehensive approach to planning, built on thoughtful planning and personalized financial guidance.

Egan earned a B.S. in Business from Loras College. His educational background supports a thoughtful and personalized approach to helping clients navigate important financial decisions.

Outside of work, Egan enjoys watching sports, golfing, and giving back to his community as a platelet donor with the American Red Cross.

Serving clients in and around Dubuque, IA.