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Planning Strategies During Market Uncertainty & Volatility: Financial Planning and Portfolio Positioning

March 30th, 2020

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Dan Blake is a Founder and the Chief Operating Officer of Resonant Capital Advisors. His background in communications, technology, early-stage company management and alternative investments adds depth and breadth to the Resonant team.

His professional experience includes directing and structuring fundraising offerings, leading several multi-million dollar equity transactions and guiding board-level operational management post-investment. Prior to Resonant, Dan was a founding partner of a digital healthcare-focused venture capital fund. Dan also served as a director of the Wisconsin Technology Council, where he facilitated angel and other early-stage investment activity in Wisconsin.

Dan worked in journalism in the early part of his career, spending a number of years as a reporter and digital producer at the Chicago Tribune, covering politics, crime and courts in an always busy news town. He has been a guest lecturer for several college courses in the areas of communications, journalism and entrepreneurship. Dan stays busy raising his two young sons in Fitchburg.

Resonant Capital Advisors, LLC (“Resonant”) is an SEC registered investment adviser located in Madison, Wisconsin. This communication is limited to the dissemination of general information and, accordingly, should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from Resonant.

This communication contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this communication will come to pass. Investing involves risk, including risk of loss.

This communication may also discuss and display charts, graphs, and formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.

Although all information provided in this communication is gathered from sources deemed to be reliable, we cannot guarantee the completeness or accuracy of such information. The information should not be regarded as a complete analysis of any subject discussed. All opinions included constitute the authors’ judgment as of the date of this communication and are subject to change without notice.

For additional information about Resonant, please request our disclosure brochure as set forth on Form ADV or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.