• Are You Financially Independent?

    Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    8040 Ortonville Road, Suite D Clarkston, MI 48348
    clientservices@mydkna.com | (248) 625-2788

    At Daniel Krug & Associates, Our Sole Focus Is YOU.

    Daniel Krug & Associates’ mission is to be the financial firm of integrity and excellence, serving clients preparing for or in retirement, clients who see the value of planning for their future and understand the need for strategic planning. We offer a unique full-service approach, bringing together financial, legal and tax services, with a knowledgeable, caring staff working in unison to help our clients achieve their individual goals. Our philosophy emphasizes capital preservation first and capital growth next.

    Our primary focus is to help you create your individual strategy coordinated with each of your advisors. Your wealth manager is instrumental in bringing together the investment, tax, estate and risk management, which are interrelated and interconnected. Your team develops your individual strategic plans and your wealth manager will present them to you in an environment of education and coaching.


    Daniel M. Krug

    Senior Wealth Manager

    Daniel M. Krug is a Wealth Manager and Investment Advisor Representative at Daniel Krug & Associates. He has over 18 years experience in the financial industry and holds a degree in business administration. He was one of three co-founders of CKS Summit Group, and he is the CEO and founder of Daniel Krug & Associates.

    In addition to his planning practice, Dan has frequently been a guest on Channel 4 News as well as Fox 2 News as they sought him out for his financial expertise. He has also been featured in Crain’s Detroit Business, The Detroit Free Press, The Oakland Press, WWJ Radio, Detroit Magazine, and most recently in Hour Magazine, due to as Daniel Krug & Associates winning the five star wealth management award for the second year in a row.  Daniel believes in the philosophy that “Adviser” means “Teacher and Coach”. Dan strives to educate his clients on financial tools and strategies are available to them and which will help them reach their financial, and estate planning goals and dreams.


    Rocky Istvan

    Associate Wealth Manager

    Rocky Istvan has been an Associate Wealth Manager at Daniel Krug & Associates since 2007.  Rocky’s background includes over 20 years of financial experience in the automotive, defense and health industries focusing on benefit and retirement planning. Rocky has an MSA in Finance from Central Michigan University. Rocky has developed, sponsored and administered pension programs, profit sharing and 401k plans bringing a profound understanding of the needs of individuals transitioning from the workplace to retirement.


    Kimberly Krug

    Client Account Coordinator 

    Kimberly Krug assists the wealth managers in setting up and administering client accounts.  She keeps in contact with clients during the transfer and account set up period to ensure they stay informed throughout the process.  Kim also ensures that client account requests are handled in a timely manner. She expedites account distributions and withdrawals as well as deposits and fund transfers for client’s accounts. Kim uses initiative and strives to ensures that responses to all client questions are completed in a timely fashion.

    As the administrator of Daniel Krug & Associates, Kim Krug directs the day-to-day operational management of client relationships. Kim is licensed in insurance and is one of our committed professionals whose daily goal is to make your financial and estate planning process efficient and effective.

    “It is my personal challenge to make our clients feel at home whenever we interact with them. At Daniel Krug & Associates, we want them to know that we care about them and their families.”

    -Kimberly Krug


    Diana Gray

    Client Account Coordinator

    Diana Gray assists the wealth managers in setting up and administering client accounts. She keeps in contact with clients during the transfer and account set up period to ensure they stay informed throughout the process. Diana also ensures that client account requests are handled in a timely manner. She expedites account distributions and withdrawals as well as deposits and fund transfers for client’s accounts. Diana uses initiative and strives to ensures that responses to all client questions are completed in a timely fashion.


    Jennifer Babb-Krug

    Client Event Coordinator

    Jennifer Babb-Krug is Daniel Krug & Associates’ Client Event Coordinator. Jennifer will ensure your visit to our office is warm and inviting. Jennifer coordinates all client events, from the monthly coaching workshops to our annual Woodward Dream Cruise client appreciation event.


    Danny Krug

    Para Planner

    A Para Planner is a relatively new position within our firm that involves the performance of the administrative duties of a Wealth Manager. This function was created to allow our Wealth Managers to focus on the relationship side by working more closely with our clients to help them reach their goals.


    Caitlin Perry

    Client Services Coordinator

    Caitlin Perry is Daniel Krug & Associates’ Client Services Coordinator. Caitlin will be there to answer your call, greet you when you enter the door, and make sure that you are comfortably settled for your meeting. She also works with clients to coordinate appointments with the wealth managers, CPAs, and attorneys.

     

    Daniel Krug & Associates Client Advisory Team

    Our Alliance Partners
    Our alliance partners are independent firms, each upholding their fiduciary standard for our clients, working hand in hand with Daniel Krug & Associates as part of your advisory team.  Our clients have complete access to all team members in order to help them achieve their goals.  Each partner is an award-winning leader in their professional field and will conveniently meet with you in our Clarkston office. As part of your team, they collaborate with you and your wealth management coach to create and administer your strategies with expertise and precision.

    Hunter CPA Group—A Wealth of Tax and Investment Planning Expertise
    You will benefit from having this combination of experienced tax strategies and investment planning in sync to meet your goals. You will save time by working with a team that helps ensure your financial future with an understanding of your tax situation – Your Hunter CPA/CFP alliance partner to greater financial success.

    Brenda Hunter CPA
    Brenda is a Certified Public Accountant that has over 31 years of experience in the accounting, tax, and financial services. She prepares partnership, corporation, individual, trust and estate tax returns. She is experienced in tax reduction strategies, tax and cash flow planning, and Quickbooks consulting as a Quickbooks Pro Advisor. Brenda has a great work ethic and believes in getting to know her clients to serve them better.

    Neal J. Barnett
    Neal J. Barnett, managing partner of Sills, Charboneau & Barnett, has worked with the clients of Daniel Krug & Associates since 1999. He brings his specialized knowledge of trust and estates, probate avoidance, probate, elder law and a strong general law background to the table. Neal has over 24 years of experience in helping clients protect their estates and their legacy. He is licensed to practice law in Michigan, Ohio and Illinois. Neal brings his additional background as a clinical psychologist to the practice of law. He has been elected to the Bloomfield Township Board of Trustees for the past three elections, and he is a member of their Planning Commission and Design Review Board.

    Don L. Rosenberg
    Don L. Rosenberg is a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and has been practicing law for over 30 years. In 2001, he helped found three special divisions of the firm: The Center for Elder Law, The Center for Special Needs Planning and The Center for Probate Litigation. His practice is limited to specializing in issues concerning disability, estate, long-term care, skilled nursing care, Medicaid and special needs planning. Finally, Don has co-authored and published “Home Instead Senior Care: Alzheimer’s Disease” and “Related Dementias: a Guidebook for Care, Comfort, Legal and Financial Security.” He has been featured in Detroit News, Crain’s Detroit Business, the Oakland Press and the Detroit Free Press.

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    Affiliations



    Investment advisory services offered through Global Financial Private Capital, LLC, a SEC Registered Investment Adviser. SEC registration does not imply any level of skill or training. Past performance is not indicative of future results. 501 North Cattlemen Road, Suite 106 Sarasota, FL 34232. (941) 441.1902.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.