Dallan Maas, with more than 25 years of financial and business management experience, leads the retirement planning services offered through Legacy One Financial Advisors. He provides service and support for employer sponsored retirement plans, each of which has unique needs. Dallan is dedicated to working with each plan sponsor to provide the best possible experience for the company and their employees. He works with them to develop Investment Policy Statements, select and monitor investment options, and support fiduciary reviews. Equally important, he is dedicated to providing plan participants with the education and individual counseling they need to make informed decisions regarding their retirement savings.
Dallan is passionate about working with individual clients to create and execute plans that meet their financial goals as they move along the path towards retirement; he then successfully manages the client’s accumulated wealth so they can live out their dreams during retirement.
Dallan graduated from Nebraska Wesleyan University with a B.S. in business administration/accounting, and earned his MBA in finance from University of Texas in Austin. He also has FINRA Series 7 and 66 registrations. Dallan enjoys spending time with family, travelling and attending college football games, as well as running, cycling, golfing and hunting.