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Daniel J. Streeter, CPA/PFS

Daniel J. Streeter, CPA/PFS

President and Financial Planner

Daniel enjoys serving his clients and helping them attain financial independence. He holds CPA* and Personal Financial Specialist certifications awarded by the American Institute of CPAs. This is a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. Dan has worked in accounting, finance, analysis and management in several industries.  

Registered Representative and Investment Adviser Representative

Daniel Streeter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and is licensed to sell investment products in: Vermont, Minnesota, Indiana, Massachusetts, New York, New Jersey, Pennsylvania, Virginia and Kansas. He is licensed to sell insurance in: Vermont, Indiana, Minnesota, Connecticut, New Hampshire, Arizona, Massachusetts, Missouri, Virginia, Texas and New Jersey. *Tax advice and accounting services are offered independently of Equity Services, Inc.

More About Dan 

More About Dan 

Dan lives in Williston with his wife Anya. Together they have five children, three dogs and one cat. They treasure hosting Sunday dinners with their family and friends and enjoy travelling and exploring new areas.  Dan is also a mentor and an avid outdoors and wilderness enthusiast.  

Daniel is the youngest of a large Midwest farm family. He served five years in the U.S. Air Force and earned degrees from the Community College of the Air Force, Pierce College and the University of Minnesota.