During his 40-year career, Daniel’s objective has always been for his clients to achieve a “life well-lived.” To help their goals become a reality, he offers a variety of clear, concise, and unique financial solutions. With a focused approach, he provides financial plans that meet his clients’ current and future needs.
Daniel received his bachelor’s degree in finance from Michigan State University and an MBA from Thunderbird School of Global Management. He is also a Certified Wealth Strategist® (CWS®). The Certified Wealth Strategist® program incorporates three competencies required to be productive and effective as a wealth advisor: Creating business routines, applying client interaction and relationship skills, and obtaining competency in the technical wealth management issues faced by the high-net-worth market. Participants achieve significant levels of mastery and business growth by integrating financial advice competency with the ability to deliver expertise from multiple real-world perspectives.
Daniel is involved with hospice organizations in the Scottsdale area and volunteers with international NGOs that improve the quality of life of people around the world.