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Dan Lis  CFP®, CPA

Dan Lis  CFP®, CPA

Investment Advisor Representative

Dan is an investment advisor representative and the former owner of LMR Advisors. He has been a professional in the financial industry for over 25 years as both a certified public accountant and certified financial planner. Dan has retired from LMR Advisors in a day-to-day role in 2021, but still serves as a consultant to the firm and his long-time clients. Much of his focus involved helping individuals plan for retirement to maximize their retirement income, which LMR Advisors still focuses on today.