A prior Head Analyst on a $2.5 Billion private equity portfolio and a financial planner, Robert discovered a gap in the market for business owners and real estate investors in the financial industry. From this, Atmos Planning was born.
Outside of Atmos, Robert enjoys playing the piano, spending time hiking with his wife and two children, and volunteering through various organizations in the community.
After building a successful financial planning practice, Daniel Kraak joined Atmos Planning as a Personal CFO.
Prior to starting his own practice, Dan served as an Army officer, earned an MBA from Notre Dame.
In his free time, he enjoys all the hiking and breweries that Colorado has to offer and watching college/professional sports with his wife, Calli.
After building a successful financial advising practice, Jason joined Atmos Planning as a Personal CFO.
As a business owner himself (founder of Public Square Coffee), Jason truly understands our clients' needs and what it takes to be a successful entrepreneur.
In his free time, he enjoys building lego sets with his kids, mentoring at Life Challenge Ministries, and relaxing with a good book.