Daniel A. Cape, CFP^®, CKA^®, CIMA^®, AAMS^®

I’m passionate about finding creative solutions to complex problems. My journey began with a Bachelor of Science in Mechanical Engineering from Cedarville University. I spent several years working in manufacturing software, but in 2017, I made a pivotal career change to become a financial advisor. Inspired by my father, who was also an advisor, I saw firsthand how he helped many people retire comfortably and reduce their financial stress. That experience ignited my desire to make a similar impact.

I love working with people and helping them with something I excel at—financial planning. I’m honored and proud to have been named to Forbes’ 2026 list of Best-in-State Wealth Advisors**. My family, including my wonderful wife, Christa, and our daughter, Elise, along with the foster children we welcome into our home, are the driving forces behind my career. Their love and support motivate me to strive for excellence in everything I do.

Outside of work, I have a variety of interests that keep me grounded and fulfilled. I enjoy playing the piano, disc golfing, and traveling. I also serve on the board of the Estate Planning Council of Northeast Wisconsin*, where I help other advisors, accountants, and attorneys enhance their knowledge in creating effective estate plans for their clients.

My faith and church community are incredibly important to me. I am actively involved as a life group leader, a member of the worship team, and serve on the finance committee at Spring Lake Church*. I'm also on the board of directors of Lake Lundgren Bible Camp*. These roles allow me to give back and grow both personally and spiritually.

Certifications & Designations:

	2026 – Certified Kingdom Advisor® (CKA®): CKA® is a designation granted by Kingdom Advisors to individuals who have satisfied intensive training and credibility standards. As a Certified Kingdom Advisor®, I’m committed to integrating Christian values into financial planning, biblical stewardship, ethical practice, and professional excellence.
	2023 - Certified Investment Management Analyst® (CIMA®): The CIMA® certification was administered by the Investments & Wealth Institute® and taught in conjunction with Yale School of Management. This is considered by many to be the peak technical portfolio construction certification program containing a high level of advanced investment education for advisors.
	2021 - CERTIFIED FINANCIAL PLANNER®: Earned through the College for Financial Planning, the CERTIFIED FINANCIAL PLANNER® certification is considered the standard of excellence for financial planning and has provided me with a roadmap to help clients across all areas of their financial well-being.
	2018 - Accredited Asset Management Specialist (AAMS®): The AAMS® designation has provided me with a strong fundamental financial knowledge, enabling me to provide more comprehensive advice not only regarding investments but also planning for insurance, tax, retirement, and estate issues.

*Raymond James Financial Services is not affiliated with and does not endorse the Estate Planning Council of Northeast Wisconsin, Spring Lake Church nor Lake Lundgren Bible Camp.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

** The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.