P&A Spotlight: Dan Frost

In a blog post earlier this summer, we wrote about some of the qualities that we look for when hiring the next great P&A employee.  We are delighted to announce that we found someone who touches on all those qualities – and more!  Pittenger & Anderson is excited to have Dan Frost join our team as a Lead Advisor and Senior Analyst.  In this role, Dan’s responsibilities will include client relationship management, business development, financial planning, portfolio management, and research. Check out our Q&A below with Dan to learn a little bit more about our newest P&A team member:

Where are you originally from?

I grew-up in Custer County, Nebraska.  For the first four years of my life, I lived in the Village of Ansley (population 555), before my family moved to Broken Bow, which is where I lived until graduating high school.

Tell us about your family:

I’ve been married to my wife, Cara, for over twenty years.  We have two wonderful daughters, Abbie who is just starting high school, and Lydia who is just starting middle school.  We also have a 3-year-old mini Goldendoodle named Macy.

What do you like to do in your free time?

Spend time together as a family.  Movie nights are a regular weekly event at the Frost house.  We also like getting out and exploring new places and enjoying the great outdoors as often as we can.  With any extra time, I try to read as much as possible.

What is your favorite movie or TV show?

I’m a huge Seinfeld fan.  I still probably watch at least one episode every day.

What has been your favorite and/or most memorable vacation?

Favorite vacation: We visited the Big Island of Hawaii a few years ago, which is toward the top of the list of favorite vacation spots.

Most memorable vacation: The Disney Cruise we took in March of 2020.  When we left for the trip, we knew the Covid situation was beginning to ramp-up, but little did we know that our cruise would be one of the last to embark for the following 17 months (and counting…)  We still had a great time though.

How did you become interested in the investment/financial planning profession?

My first real introduction to investments came during the summer between my freshman and sophomore years at the University of Nebraska-Lincoln when I had the opportunity to work as an intern in the investment division at a local bank.  It was there that I first learned what a Bloomberg terminal was and became aware of the Chartered Financial Analyst® designation.  Following graduation, I began working as an investment officer and enrolled in the CFA program.  Over the years, I found that in addition to investment research and portfolio management I also really enjoyed working one-on-one with my clients on their overall financial planning needs, so in 2019 I also sat for the CERTIFIED FINANCIAL PLANNER™ certification.

If you could do anything else for a living what would it be?

Fly a jumbo jet.  I’m fascinated by airplanes and have always thought it would be incredibly fun to be a pilot.

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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