Dan Rebmann

President and Founder

Dan first came to South Texas while serving in the United States Army in 1985.  Reaching the rank of Captain, and leaving active duty in 1992, Dan’s wife Cindy said she wanted to move someplace warm. Dan replied, “I know a place”.  Dan and Cindy have called San Antonio home ever since and their four children are all graduates of San Antonio Christian Schools. 

Dan has been an advisor since 1992 and worked for some of the biggest names in the business where in addition to being an advisor he trained new advisors and served as a sales manager, but in 2020 he realized that he would best be able to serve his clients as an independent advisor.  After an extensive due diligence process, he elected to affiliate with Momentum Independent Network Inc. and form Beneficent Financial.

Dan has a Bachelor’s Degree in Public Administration from Truman State University and a Master’s in Biblical and Theological Studies from Dallas Theological Seminary.  He is a board member and past board chair of Providence Place, a San Antonio based non-profit which helps women who have suffered trauma from trafficking, and domestic abuse get restored and regain their autonomy.  He is active in his church, and enjoys spending time in the Hill Country of Texas. 

A self professed “Bond Geek” Dan enjoys explaining the way investments work and how the market environment impacts portfolios.  But most importantly, he appreciates his relationships with clients and special role he plays in their lives.