Daniel believes that it all begins and ends with great service. This means treating everyone with integrity and respect and working diligently to help his clients in all aspects of their financial goals. He provides services dealing with all aspects of financial matters including estate planning, retirement, tax reduction, college savings, Life insurance, and a host of other financial needs.
No stranger to the financial field, he has spent over 15 years as an advisor and many more as an avid investor. His experience has taught him the importance of keeping your emotions out of investing and sticking to a plan. He is an Investment Advisor Representative (IAR) and holds the series 7, 66, and life & health insurance licenses. He currently holds the Accredited Asset Management Specialist (AAMS) designation.
Before starting his career as an advisor, he received an honorable discharge from the U.S. Navy. Additionally, Daniel completed all coursework to obtain a ministry ordination with The Assemblies of God and served as an outreach pastor for several years.
