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Dan Matheson, CEPA®, ChFC®, CLU®, RICP®
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Dan Matheson, CEPA®, ChFC®, CLU®, RICP®
Director, Founder, Financial Advisor

Dan is the founding member of K2 Business Group and the founder of the Utah Chapter of CEPAs. He is the only CEPA® in Utah with the additional credentials of ChFC®, CLU® and RICP®. He specializes in business succession and transitioning business owners from the income from their business to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. As a financial advisor, he also provides insights on investments and investment strategy.