Dane Vigen, CPA, serves as a Wealth Advisor, partnering with individuals, families, small businesses, and nonprofit organizations to help them grow, preserve, and transfer wealth. He provides strategic guidance in areas including investment management, tax planning, estate planning, and developing customized solutions aligned with each client’s unique goals and long-term financial objectives.
Dane holds a Master of Accountancy degree and is a Certified Public Accountant (CPA). Dane’s wealth management background began after his service as an Agent with the Internal Revenue Service, where he developed a strong foundation in tax law and compliance. He subsequently joined a Registered Investment Advisory firm specializing in retirement planning, tax strategy, and tax resolution services. Throughout his career, he has advised privately held businesses and individuals on a broad range of accounting, financial, management, and tax matters.
Outside of the office, Dane enjoys cooking for family gatherings and neighborhood events. He is also an avid hiker and camper, spending time outdoors with his family, and their rollover specialist, Titan. A dedicated community volunteer, Dane supports several organizations, including the Boy Scouts of America, where he earned the rank of Eagle Scout.
Our branches will be closed on June 19th in observance of Juneteenth National Independence Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closing at 1PM today on December 24, 2026 in observance of Christmas Eve! Mobile Deposits made after 12PM will be processed on December 28.
Our branches will be closed on December 25th in observance of Christmas Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed on November 26th in observance of Thanksgiving Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed on November 11th in observance of Veterans’ Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed on October 12th in observance of Columbus Day/Indigenous Peoples Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed on September 7th in observance of Labor Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed on July 4th in observance of Independence Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
July 15 - Jamison's lobby will be closed for the day due to maintenance. The drive-thru will be open!
July 16 - Warminster's lobby will be closed for the day due to maintenance. The drive-thru will be open!
Our branches will be closed on May 25th in observance of Memorial Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
Our branches will be closed Monday, February 16th in observance of Presidents` Day! While our branches will be closed, online and mobile banking services as well as our ATMs are available 24/7.
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