Daniel’s vision for his clients it to support them in creating a “life well-lived”. To help this vision become reality, he offers a variety of clear, concise, and unique financial solutions. With over 37 years of experience and a member of a powerful and knowledgeable team, Daniel provides solutions to solve issues regarding retirement, financial planning, and insurance.
Throughout his career, Daniel has brought forth his unique style with the intention of thoroughly understanding his clients’ needs and concerns. With a clear, focused approach, he resolves any issues by providing investments that meet his clients’ current and future needs. This leads to them achieving a balanced financial life. Another area of Daniel’s expertise is working with businesses to establish, and then manage, robust 401(k) plans that include strategic planning for the principles and the employees.
Daniel is fully insurance licensed and versed in advanced estate planning. In addition, he has shared his vast knowledge by conducting financial training on both corporate and personal levels, appearing on TV, and being interviewed on radio shows.
BS, Degree Michigan State University
MBA Thunderbird School of Global Management
Certified Wealth Strategist®