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Daniel Gilbert

“Employment Discrimination Case Audio Transcription I would definitely recommend Gilbert Law. They were the strong voice that I needed to win my case and fight for justice. I first came to Gilbert Law for representation because I was born with severe…”
– Michelle
“Heather was wonderful to work with. She experienced in litigation and negotiation strategies, advocacy, and understanding the nuances of communicating with other lawyers, judges, and mediators. Her ability to remain calm under pressure, her intuition…”
– E.G., ★★★★★ Google Review
“I’ve known Heather as colleague and friend for over ten years. She is highly intelligent, a powerful and fearless advocate for her clients and conducts herself with integrity. Heather has a passion for what she does. I’ve referred a numbe…”
– Tim T., ★★★★★ Google Review
“Gilbert Law exceeded our expectation! Wonderful people to work with! Felt valued and respected during all parts of the process. Will definitely be recommending them.”
– C.M., ★★★★★ Google Review
“Working With Gilbert Law Audio Transcription As an individual with a significant visual impairment, I really wanted to get a behind the scenes look at what it’s like to run a law firm and working with people with disabilities. Clients can expec…”
– Tim
“My family hired Gilbert Law to discuss estate planning options. The information was very complex but they were able to break it down and explain it in a simplified way. They were very patient and professional with our myriad of questions. I would def…”
– Sarah M., ★★★★★ Google Review
“Heather is honest, professional, and straight-forward. I think she works really hard to do the right thing. This is much appreciated.”
– Business Client, ★★★★★ Google Review
“I was so stressed out, didn’t know what to do or which way to go. Heather was more comfortable using sign language than I am and her confidence is ‘REAL’. She knows the law and understood what position I was put in. My journey was a lot less st…”
– D.C., ★★★★★ Avvo Review
“Estate Planning Experience Audio Transcription It was wonderful. They were very kind. Very helpful. Made it very easy for us to work together. We came to Gilbert Law, primarily to update an existing will and to establish a health care directive. It w…”
– Curt and Kim
“Heather ended my sleepless nights and guided me through the application of the law to my case. She was the perfect mix of approachable, knowledgeable and professional. I had consultations with other lawyers prior to working with Heather. She blew the…”
– J., ★★★★★ Avvo Review
“Gilbert Law helped me by breaking down communication barriers I experienced at my county government. I now have access to accurate and timely captioning of recorded government meetings that looks just like TV captioning. Many thanks for making it hap…”
– Sonny
“ Business Planning Experience Audio Transcription One of the reasons why I came to Gilbert Law is because we launched a new firm and I needed somebody who not only understood the law aspect of it, but the mission that I was engaged with – wh…”
– Paul
“I had a great experience with Gilbert Law. She was very responsive to my needs and in making sure I understood the whole process. She was always willing to make time to connect with me through email, text, videophone, or one on one meetings. I felt s…”
– Jessie G.
“Heather was great and confident in her work during the investigation period. she went above and beyond to get me what I want. I would recommend if anyone has questions reach out to her she is very helpful.”
– Brent H. ★★★★★ Google Review
“We had an initial consultation with Heather about some aspects of my wife’s work situation. While our particular situation was not something she could help with directly, she point us to other individuals and resources that we could make use of…”
– Steven H ★★★★★ on Google

Daniel Gilbert provides comprehensive wealth and estate planning to individuals and families, and advises businesses of all sizes on formation, transactions, and capital raising.

Dan has experience in the investment advisory, broker-dealer, and private equity space, specifically in designing the legal and compliance infrastructure of investment advisory firms and venture capital funds. Dan’s commitment to his clients is to serve as a trusted advisor and chief legal/financial risk manager, seeking both to identify opportunities and mitigate the risks that threaten successful goal achievement.

Dan enjoys working with individuals and companies that prioritize community impact through advancement of social and environmental causes. He works to advise his clients on how to structure their businesses in a manner that positively affects more than just the bottom line.

Prior to joining Gilbert Law, Dan spent over a decade in the banking and financial services industries, providing both financial and regulatory advice to individual and institutional clients. When he isn’t helping clients, Dan enjoys biking, running, traveling with his spouse and three kids, and is an avid reader.

Practice Areas

  • Comprehensive wealth and estate planning
  • M&A and business transactions
  • Private equity
  • Startups and business formation
  • Investment advisory compliance
  • Capital Markets

Bar Admissions

  • MN Supreme Court, 2015

Professional Credentials and Certifications

  • Series 7 Registered Securities Representative (currently inactive)
  • Series 24 Registered Securities Principal (currently inactive)
  • Series 4 Registered Options Principal (currently inactive)
  • Series 66 Registered Investment Advisor Representative
  • Juris Doctor, cum laude
    William Mitchell College of Law, St. Paul, MN 2014
  • Bachelor of Arts
    Bethel University, Mishawaka, IN, 2002
    Major: Liberal Studies, Philosophy


  • Minnesota State Bar Association; Member
  • National Association of Personal Financial Planners; Member
  • XY Planning Network; Member
  • Board Member; Roseville Area Fastpitch Softball Association