Daniel works closely to support clients while they develop personalized financial planning and investment management strategies designed to help them pursue their long-term financial goals. He also assists with client onboarding, ongoing client service, and proactive client outreach, helping to create a seamless and positive client experience.
Outside of the office, Daniel enjoys spending time with family and friends, traveling, and staying active. His hobbies include mountain biking, hiking, and snowboarding, and he takes advantage of Arizona’s beautiful winter months by spending as much time outdoors as possible. He is also a dedicated Chicago sports fan, Daniel closely follows his favorite teams throughout the year.
Previous Positions held:
- Financial Representative Intern, Northwestern Mutual 2017-2018
Education/Professional Designations:
- Bradley University, BA of Science in Finance and Entrepreneurship, 2016-2020
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification — College for Financial Planning, 2024
Licenses:
- Series 7 & 63
- Life Insurance License
- Accidental & Health Insurance License