About Us
Dan Hamlet, MBA, CKA®, CEPA®
I have always had a passion for helping people live their best lives. I have the heart of a teacher and a commitment to coaching and mentoring people to help achieve more of what is important to them. My education and experience contribute to helping you with your goals.
After 4 years of serving active duty as a Marine, I obtained my BA and MBA from the University of Dallas. In 2001, I became a Financial Advisor and started my career at Edward Jones. 7 years later, I left financial advising to focus on military services during the surge. Today, I remain in the military as a Lieutenant Colonel in the Army Reserves. After a few different careers including being an ROTC college instructor, MREIC Director, and General Manager for an import and distribution company, I decided to resume my passion for financial advising in 2017.
I started 360 Integrated Financial in 2024. 15 years of working for a major investment firm provided me with experience and knowledge to assist you with your financial planning. As a Kingdom Advisor, I seek to integrate that experience with your faith and values.
Outside of my career, I love cooking with wood fire, including wood fired pizza, smoking and BBQ, charcuterie and any food that can be made on natural wood fires. I have a passion for travel, and I try to integrate some amount of pilgrimage into each family vacation. From Rome to the Ark project, there are so many amazing places to be a pilgrim almost anywhere in the world you go! I also love supporting my kids in their activities and watching them grow as human beings.
Dan Hamlet, MBA, CKA®, CEPA®
I have always had a passion for helping people live their best lives. I have the heart of a teacher and a commitment to coaching and mentoring people to help achieve more of what is important to them. My education and experience contribute to helping you with your goals.
After 4 years of serving active duty as a Marine, I obtained my BA and MBA from the University of Dallas. In 2001, I became a Financial Advisor and started my career at Edward Jones. 7 years later, I left financial advising to focus on military services during the surge. Today, I remain in the military as a Lieutenant Colonel in the Army Reserves. After a few different careers including being an ROTC college instructor, MREIC Director, and General Manager for an import and distribution company, I decided to resume my passion for financial advising in 2017.
I started 360 Integrated Financial in 2024. 15 years of working for a major investment firm provided me with experience and knowledge to assist you with your financial planning. As a Kingdom Advisor, I seek to integrate that experience with your faith and values.
Outside of my career, I love cooking with wood fire, including wood fired pizza, smoking and BBQ, charcuterie and any food that can be made on natural wood fires. I have a passion for travel, and I try to integrate some amount of pilgrimage into each family vacation. From Rome to the Ark project, there are so many amazing places to be a pilgrim almost anywhere in the world you go! I also love supporting my kids in their activities and watching them grow as human beings.
About 360 Integrated Financial
360 Integrated Financial was born from a calling to help clients with investments that aligned with their faith. My research led to discovering and completing the Certified Kingdom Advisor (CKA) training and professional designation. Stewardship based financial planning is now the center of my practice. Being an independent advisor allows me the freedom to provide independent investment services and financial planning from the faith-based perspective which is central to my entire worldview.
I have partnered with Convergence Financial, an independent registered investment adviser, to assist me in providing research and portfolio management services for my clients. I am also supported by LPL Financial, registered broker dealer, member FINRA/SIPC, for custodial account services, innovative technology, cybersecurity protections, and compliance functions. With this team behind me, I am able to focus on supporting my clients.
About 360 Integrated Financial
360 Integrated Financial was born from a calling to help clients with investments that aligned with their faith. My research led to discovering and completing the Certified Kingdom Advisor (CKA) training and professional designation. Stewardship based financial planning is now the center of my practice. Being an independent advisor allows me the freedom to provide independent investment services and financial planning from the faith-based perspective which is central to my entire worldview.
I have partnered with Convergence Financial, an independent registered investment adviser, to assist me in providing research and portfolio management services for my clients. I am also supported by LPL Financial, registered broker dealer, member FINRA/SIPC, for custodial account services, innovative technology, cybersecurity protections, and compliance functions. With this team behind me, I am able to focus on supporting my clients.