Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Over the last 35 years Dan has built a financial planning practice deeply rooted in relationships, trust, and referrals. Beginning his career in 1979 at a local financial services company, Dan helped create and launch the company’s first financial planning division. In 1984 he joined AdvisorNet Financial, Inc. Dan is not only an owner of AdvisorNet, but has accumulated a wealth of experience as a Certified Financial Planner, and as CEO of a successful independent financial services company.
In his time away from the office, Dan spends his time with his wife, Kris, his six children, and his growing population of grandkids. He’s very active in local community organizations, and enjoys volunteering and helping with various fund-raising activities. You may also find Dan squeezing in a round of golf when he’s not relaxing at the family cabin.
Jason joined AdvisorNet Financial in 2010. Partnering with Dan May, the team re-branded their practice May Financial Planning (an AdvisorNet Financial firm). Jason’s background is in business banking, having spent several years working as a commercial credit analyst before transitioning to financial planning. His analytical mindset and demand for detailed information help contribute new ideas and perspectives to May Financial Planning. Jason graduated from the University of Minnesota - Carlson School of Management with a Bachelor of Science in Business and Psychology. In 2014, Jason obtained his Certified Financial Planner ™(CFP®) designation from Minnesota State University.
Outside of work, Jason enjoys spending time with his wife, Kristie, and two children (Aly and Jaxson). They also love spending time with their dog, Bear, and going up to the family cabin on Sturgeon Lake. His free time may consist of playing hockey, softball, sand volleyball, or the occasional round of golf. Jason also dedicates time supporting the Fellowship of Christian Athletes, and Habitat for Humanity.
Johno enjoys learning what is most important to his clients to help them create a tailored solution for success, whether the focus is on retirement, education savings, tax saving strategies, or legacy goals. After three years of playing professional hockey, Johno understands the power of teamwork and is dedicated to helping clients make wise financial decisions. Johno was born and raised in Mahtomedi, MN and studied business management and marketing at American International College. He holds his Series 7 and Series 66 security registrations.
In his free time, Johno loves to spend time with his large extended family and life-long friends, playing cribbage, and being outdoors playing hockey, fishing, or hunting.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.