We're not here to just manage money — we're here to help you chase down your most important goals and biggest dreams. Our team brings together innovation, deep expertise, and genuine compassion, all working toward one shared vision: your future, done right.
You deserve advisors who show up with purpose and passion. That's exactly what you'll find here.
📞 715-544-1122 📧 voyagefinancialadvisors@thrivent.com
Ready to set sail on your financial journey? Let's talk. âš“
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#VoyageFinancialAdvisors #FinancialPlanning #YourFutureStartsHere
Dan has been in financial services since 2010 and has led the Voyage Financial Advisors team since 2013. He's passionate about helping clients navigate their financial journey with clarity and confidence every step of the way.
Outside the office, Dan calls Rhinelander home with his family. He's a woodworker, a car enthusiast, and enjoys diving into educational philosophy in his spare time. Come summer, you'll likely find him swimming or four-wheeling with his kids.
đź“Ť Proudly serving Stevens Point, Wisconsin Rapids, Verona, and surrounding communities.
📞 715-544-1122 📧 daniel.demers@thrivent.com
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#MeetTheTeam #VoyageFinancialAdvisors #FinancialAdvisor
We’re excited to open the doors to the new Voyage Financial Advisors office in Wausau!
đź“Ť 226126 Hummingbird Rd. | Wausau, WI 54401
A bigger space for a growing team, meaningful conversations, and helping more people navigate their financial journey.
Come see what we’ve been building.
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Markets fluctuate. Life happens. Plans evolve.
The value of a reliable advisor is helping you move forward with confidence through it all.
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#FinancialPlanning
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Family businesses can make succession planning a little more complicated.
Who wants to take over?
Who doesn’t?
What happens to the siblings?
Who makes the decisions?
And how do you make it fair?
These conversations can get uncomfortable—but avoiding them doesn’t make them disappear.
We’re here to help.
The earlier you start the conversation, the more options you may have.
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#FamilyBusiness #SuccessionPlanning
Numbers matter. But people matter more.
Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night.
We’re here for the big decisions, the unexpected turns, and all the conversations in between.
Because we’re not looking for a one-time transaction.
We’re building relationships that last.
https://connect.thrivent.com/voyage-financial-advisors
#FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose
Your financial plan should reflect more than your income and investment accounts.
Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.
It’s not about separating faith from finances.
It’s about putting your values on the table.
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That’s why we bring an entire team of professionals to the table—working together to build a dedicated strategy around what matters most to you.
Whether you’re an individual, a business owner, or planning for the next generation, our goal is the same:
Less financial guesswork. More clarity.
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Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Our team is made up of experienced professionals who are committed to building lifelong relationships with the people we serve.
Our 8 offices are located in the below cities:
Stevens Point
Wausau
Eau Claire
Marshfield
Neillsville
Verona
Wisconsin Rapids
Iron River
đź’»https://bit.ly/4pbrMIq
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#OurStory #ClientFirst #HereForYou #RelationshipsMatter #FinancialGuidance
Every family has a different story, different priorities, and different hopes for the future. That's why we believe financial planning starts by getting to know you—not your portfolio.
The plan comes after the conversation.
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#RelationshipsMatter #FinancialPlanning #PeopleFirst
A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#WealthManagement #TaxEfficient #FinancialPlanning
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next.
Let's build a plan with purpose.
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We help you think clearly when life gets complicated.
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Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.
No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.
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#FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
No buzzwords. No pressure. Just practical guidance for the road ahead.
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#FinancialConfidence #SmartPlanning #CommonSense
Investments are important—but they're only one piece of the puzzle.
The real power comes when your investments, retirement goals, tax strategies, estate planning, and values all work together.
That's what comprehensive planning looks like.
That's the difference a strategy can make.
For more information visit Thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#FinancialPlanning #WealthStrategy #Retirement #EstatePlanning
We believe planning isn't a one-time event—it's an ongoing partnership. Together, we'll build a strategy that grows with your life, adapts to change, and keeps your long-term goals in focus.
Because your future deserves more than a file sitting on a shelf.
https://connect.thrivent.com/voyage-financial-advisors
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#FinancialPlanning #RetirementPlanning #PlanWithPurpose
đź’™ What matters most to Dan?
Family.
Faith.
Serving others.
After more than a decade in the financial industry, Dan continues to enjoy helping clients build confidence in their financial future. Since joining our team in 2020, he's found something special—a team that feels like family and shares his commitment to faith, integrity, and putting clients first.
Outside the office, Dan enjoys making memories with his wife, Bethany, and their two daughters, or heading into the woods to hunt and scout.
đź“ŤServing families throughout Stevens Point and Wisconsin Rapids.
#MeetTheTeam #FinancialAdvisor #FaithDriven #FinancialPlanning #Wisconsin #TeamCulture
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