About Our Team

For more than twenty years, Dan Rundahl has been serving his clients and their families through his work in the financial services industry.

Dan’s mission is to serve others through an education mindset to retirement and financial planning. Through classroom attending educational events to one-on-one meetings with people, he has dedicated his vision for Financial Planning on the thought of 4 main areas.  

1. Income:  
   When it comes to paying the bills in your working years or in your retirement years, the fear surrounding the “fixed income” exists at all ages.  The question is how much of your Fixed Expenses should be tied to Fixed Incomes….and how do we resolve these decisions through wise choices on Social Security, Defined Benefit Pensions, or retirement and life savings structuring.
2. Taxes:
   Never before has so much of our world been driven by the knowledge of tax and tax change on our current and future financial environment.  With interest rates on the rise and fall, our national debt out of control, and our paycheck’s spending power driven by our understanding our life savings strategies, I will educate in the alternatives that at any age will improve the spending power of your dollar.
3. Saving:
   Whether the stock market and its volatility has you frozen in place, or the chasing of next investment of the moment, we all need to save for the future with knowledge of what risks should be taken, and what market falls could be avoided.  I pride our team on a Holistic and proactive approach to investment management helping our clients save money in down times and capture necessary opportunities when it counts.
4. If I Die Tomorrow:
   This is generally not a topic many wish to spend much time with, however, “being intentional” with your life savings is a very comfortable topic.  When it is all said and done, will you leave your unspent legacy to those people or places that you care most about….or will it be wasted in end of life taxes and probate unpreparedness.

Dan is the father of three great kids, and along with his wife Tara, is a lifelong member of the Bethlehem Lutheran Church in Slater, IA. He has always believed that if you seek to provide service to others and live a life devoted to that service, the Lord will provide the rest.

In his spare time, Dan can be found running on one of Iowa’s beautiful outdoor trails, getting his hands dirty in his garage, or working alongside the family in their garden. They also enjoy their time as a family fishing, camping and spending time with their families and friends.

What I Do Here
Dennis is  our dedicated Financial Advisor / Behavioral Financial Advisor based in La Crosse, Wisconsin. He specializes in helping clients maximize their long-term wealth, strategically plan for a secure and fulfilling retirement, and craft personalized legacies that will endure for generations. With a focus on empowering clients to achieve their unique financial dreams, Dennis brings clarity and confidence to every financial journey.

Dennis graduated from the University of Wisconsin-Madison School of Business in 2001, where he honed his financial acumen. He lived in Sierra Leone, West Africa, for over five years, volunteering his time to help the local people with community building, organization, and financial management. He has spent over a decade as co-owner of a family-run cat products invention company in the La Crosse area, blending his entrepreneurial spirit with his passion for innovation and community.

Dennis thrives on connecting with people and uncovering what drives them. He believes that everyone’s goals, dreams, and aspirations are as unique as they are, and he finds joy in crafting tailored financial strategies that turn those dreams into reality. For Dennis, the true reward lies in solving the intricate puzzle of each client’s financial reality and watching their vision come to life.

Why Rundahl Financial Consultants
At Rundahl Financial, we don’t just offer financial advice- we build lasting relationships rooted in trust and understanding. Our team takes the time to truly know you, ensuring that every solution is as unique as your story. While we specialize in retirement planning, we’re passionate about guiding clients of all ages toward their brightest financial future. With a commitment to personalized service and innovative strategies, we’re here to help you thrive at every stage of life.

A Bit About Me
When he’s not helping clients achieve their financial goals, Dennis embraces the great outdoors—whether he’s hiking scenic trails, carving through fresh powder on his snowboard, perfecting his golf swing, or foraging for nature’s hidden treasures. He also enjoys strumming his guitar and writing songs that capture life’s moments. At home, he shares his space with his cherished cat, Rosie, and is on a heartfelt quest to find the love of his life, with dreams of one day starting a family.

What I do?
Kwa is our Administrative Assistant in the Clive, Iowa office. Her primary focus is setting up variable accounts through Charles Schwab, while also supporting our advisors by managing scheduling, calendars, paperwork, and correspondence. Her behind-the- scenes work helps ensure smooth operations and strong client relationships.

A graduate of Westwood College in Chicago, IL, she holds an Associate Degree in Administrative Studies. Originally from Chicago, Kwajalyn brings a strong background in recruiting and office management to her role. She plays a key role in keeping the office running efficiently.

As an Rundahl Financial Consultants employee, Kwa is committed to continuous personal and professional growth. She stays informed of the best practices that can enhance her contributions to the team and believes that teamwork is essential to achieving shared goals. Kwajalyn takes on challenges with innovative solutions adding value to the firm.

Why Work With Us 
At Rundahl Financial Consultants, we believe a positive, collaborative environment leads to better client experience. Built on respect, integrity, and a shared commitment to service, our team is dedicated to meeting your financial needs with care and precision.

We’re constantly learning, improving, and embracing new ideas to better support you. With strong leadership and a culture that values balance and growth, our team stays energized, focused, and ready to serve.

Most importantly, we see our clients as part of our extended family. Your goals become our goals, and we take pride in helping you build a confident financial future.

A Bit About Me
Kwa loves spending my free time refurbishing furniture, cooking, reading, and listening to music. She is a big fan of quality time at home—whether it's relaxing, playing board games, or hanging out with her one pup and two cats. She is a proud parent of two kids, one in college and one graduating in 2026. Kwa is most at peace with a good book.

What I Do Here
As the Office and Marketing Manager, my role blends organization, creativity, and service. I oversee the day-to-day operations of the office, manage our marketing efforts, and help plan and execute educational seminars—all with the client experience at the heart of everything I do.

With a degree in hotel and restaurant management, I bring a strong background in hospitality and client care. That foundation has shaped my passion for making every interaction welcoming, professional, and seamless. Whether I'm coordinating a client event, designing a marketing campaign, or simply answering the phone, I’m focused on helping clients feel informed, supported, and confident in their financial journey.

My favorite part of the job? Using creativity to bring our brand to life—whether through seminar themes, client appreciation events, or thoughtful communications that keep clients engaged and connected.

Why Work With Us
Because we genuinely care. At our firm, you're not just another account- you’re a relationship we value. We take the time to understand your goals, explain your options, and guide you with integrity and transparency. From the first call to long after retirement, we’re here to help you feel confident every step of the way.

A Bit About Me
I’ve been happily married for over 25 years and have two grown kids who keep life fun. I’m an animal lover through and through, currently sharing life with a dog, a cat, and a horse. When I’m not at the office, you’ll probably find me in the saddle, planting flowers or at my sewing machine, creating custom bags and stuffed animals.

What I Do Here
As our Client Relations Manager, Sunny Mota is dedicated to building and nurturing strong relationships between our firm and our clients. Her top priority is ensuring every client feels valued, supported, and confident in the services we provide. With more than 10 years of customer service experience, Sunny works closely with our team to anticipate needs, address concerns, and create solutions that truly make a difference. Sunny is passionate about helping others navigate challenges, believing that support and clear communication can turn even difficult situations into positive outcomes. She takes pride in being the go-to person clients and colleagues can count on, ensuring every interaction leaves people feeling heard, understood, and satisfied.

Why Work With Us
At Rundahl Financial Consultants, we stand out for our commitment to excellence, integrity, and people. We invest in our team’s growth, encourage innovative thinking, and focus on building genuine, lasting relationships. For us, clients aren’t just clients—they’re family. Whether it’s helping you reach your goals, solving complex problems, or planning for a brighter future, we are with you every step of the way.

A Bit About Me
Outside of work, Sunny enjoys a variety of hobbies—from working on project cars to crocheting new patterns she discovers on Pinterest. She loves exploring new places, trying new foods, and making lasting memories with her husband and children.