Daniel Macaulay Bayly "Mac" has worked in financial services for over twenty years, developing the critical skillset and the essential expertise within valuation, retirement planning and investing to support the highly complex financial needs of sophisticated individuals and families. Mac started his career in investment banking practicing valuation of private and public companies and later passed the CERTIFIED FINANICAL PLANNER™ and CERTIFIED EXIT PLANNER™ exams, enabling Mac to empower clients to and through retirement. Mac and his team advance unique goals by asking the right thought-provoking questions, listening, internalizing, strategizing and following-up for clarity and reassurance. Mac and his team view all client circumstances through the lens of tax efficiency, creating a dialogue around intended and unintended consequences. Client circumstances include, but aren't limited to multiple income streams, effective use of LLCs, insurance for retirement planning and/or wealth transfer, trust and estate navigation, brand sponsorship and/or royalty income, disabilities and sometimes budgeting and spending can be the most complex, but necessary, need. Mac graduated from Denison University in 2003 with a BA in Political Science. Mac had lymphoblastic lymphoma as a child and very much enjoys working with non-profits looking to further a mission through a well-organized financial and consultative advisory relationship. Mac works tirelessly for non-profit missions and volunteers regularly for Paul Newman's vision at The Hole in the Wall Gang Camp, a summer camp for kids with cancer and life-threatening illnesses in upstate Connecticut.