About Us
The Advisors Connect
At our firm, we're more than just financial planners - we are a team of dedicated experts committed to crafting a retirement plan tailored exclusively for you. With our personalized approach, we ensure your strategy is not only savvy, but also stable and predictable. Retirement isn't a one-size-fits-all journey; it's a unique path where all roads converge. Let us guide you with confidence to your destination. Experience the difference with us.
Dan Frantz, CEO
Dan and Melissa have joined forces to establish Advisors Connect, aiming to deliver the Ultimate Client Experience. Dan's mission is to enhance people's happiness by alleviating financial burdens and fostering financial security for all those they serve. Together, they prioritize client education, simplifying complex financial concepts transparently. "It's better to be proactive in securing wealth than reactive when it's too late," says Dan.
Dan's journey began at Embry Riddle Aeronautical University, where he pursued Aeronautical Science and trained for his pilot's license at 21. He then dedicated 9 years to serving the United States as Federal Law Enforcement.
For the past 5 years, Dan has shared his life with Melissa, their household bustling with 12 furry and feathered companions including a German Shepherd, 2 goats, 8 chickens, and a rabbit.
Beyond the office, Dan indulges his love for the outdoors through activities like hiking, camping, and hunting.
Melissa Graves, Client Services
Melissa, a Navy veteran, seamlessly transitioned into the financial industry driven by her passion for guiding clients through their financial journey. With over 15 years of specialized experience in retirement planning, Melissa offers a wealth of knowledge and expertise.
Based in San Diego, Melissa finds fulfillment in assisting clients with navigating the complexities of retirement planning while balancing her professional life with motherhood. She treasures her two kids, one of whom is currently attending Ringling College of Art and Design in Sarasota, FL.
One of Melissa's greatest joys is traveling across the country to meet clients at their various locations. This not only strengthens relationships but also provides deeper insights into their unique financial needs and goals.
In her leisure time, Melissa enjoys exploring new destinations, immersing herself in diverse cultures and experiences. Her unwavering dedication to her clients and commitment to excellence truly distinguish her in the financial industry.