Dan Charron

CPA services provided by Contryman Associates, P.C., Investment Adviser services are offered through Contryman Wealth Advisors
Dan Charron
Contryman Wealth Advisors - CPA, CMA, CFP®, AIF®
  • Wealth Care Professional
  • Shareholder - Contryman Associates
Certified Public Accountant (CPA) with Contryman Associates, P.C., Licensed to Practice in the State of Nebraska
Certified Management Accountant (CMA) Designation
CERTIFIED FINANCIAL PLANNER Practitioner (CFP)
Shareholder in Charge of the Contryman Associates Tax Department
Manager of the Scottsbluff, Nebraska, office of Contryman Associates
Member of Contryman Associates Tax Committee - Responsible for Developing and Maintaining the Firms Tax Policies and Procedures
Member of Contryman Associates Technology Committee - Responsible for Coordination of the Firms Technology Policies and Procedures
Investment Adviser Representative with Contryman Wealth Advisors
Member of the Wealth Advisors Network, Inc., Investment Committee - Responsible for Approving Investment Policy and Portfolio Recommendations for our Investment Adviser Representatives
Licensed to offer Securities through Cambridge Investment Research Inc.
Series 7, 24, 66 Securities Registrations
Licensed Agent for Life Insurance, Annuities, and Variable Contracts with Cambridge Investment Research Inc.
BACKGROUND AND EXPERIENCE
  • Started with Contryman Associates, P.C. in 1997
  • Accounting, Tax Preparation, and Consulting for Individuals and Businesses
  • QuickBooks Accounting Software Specialist
  • Estate and Retirement Planning, Business Development and Consulting
PROFESSIONAL MEMBERSHIPS
  • American Institute of Certified Public Accountants
  • Nebraska Society of Certified Public Accountants
  • Institute of Management Accountants
EDUCATION
  • University of Nebraska - Kearney, Bachelor of Science in Business Administration, Emphases in Accounting and Finance Honor Graduate
  • Model-Netics Management Course Graduate
COMMUNITY INVOLVEMENT
  • Rotary Club of Scottsbluff/Gering Treasurer
  • Scottsbluff Public Schools Foundation Board Member
  • Scottsbluff Kiwanis Club and Foundation Board Member, Past Treasurer
  • Scottsbluff/Gering Chamber of Commerce Past Chairman
  • Leadership Scotts Bluff Past President