Daniel focuses on comprehensive financial planning for small businesses and high net-worth individuals.
Through consistent education, effort and a reputation for outstanding service, Daniel has built a solid base of
clients over the last 25+ years.
In his free time, Daniel enjoys playing competitive tennis, collecting old sports cards and memorabilia , and spending time with his wife and 2 sons.
His qualifications include:
Professional
- CERTIFIED FINANCIAL PLANNER® Practitioner
- Chartered Life Underwriter® (CLU®)
- Registered Health Underwriter (RHU)
- Past instructor at the UGA Terry College of Business Financial Planning Program (Retirement Planning and Employee Benefits)
Academic
- BS Chemical Engineering, Georgia Institute of Technology, Magna Cum Laude
- Financial Planning Certificate, Oglethorpe University
Registrations
- Investment Advisor Representative / Registered Representative
- Commonwealth Financial Network®
- FINRA Series 7 and 66 securities (AL, CA, FL, GA, ID, MA, MD, NC, NY, OH, SC, VA, and WA)
Licenses
- Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL, NC)