Our team shares over 25 years of combined financial services industry experience. Through this experience we have the perspective to guide clients through all types of financial market conditions that only our decades of experience can bring.
As an advisor, I work with individuals and families to understand their values, prioritize their life goals, and align their investments to help achieve their financial goals with a disciplined investment process.
What this means to our clients is that our proficiency saves them a lot of time. We believe it helps remove uncertainty, provides reassurance and it delivers confidence to their balance sheet.
We are also a financial advocates for our clients as we work together through life transitions like retirements, preparing for retirement, job changes, and loss of a loved one. We help our clients invest for a lifetime.
Daniel has obtained the Certified Investment Management Analyst® certification. The CIMA® certification is awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School of Business.
Daniel has also been granted the Accredited Asset Management SpecialistTM designation from the College for Financial Planning Institutes Corp. He is focused on identifying opportunities and employing strategies not only in investments, but also in the areas of retirement planning, estate planning services and tax minimization strategies.
Daniel has also earned the Certified Divorce Financial Analyst®, CDFA® professional designation. The CDFA® designation is awarded by The Institute of Divorce Financial Analysts™. He focuses on lifestyle transitions and potential settlements related to property division in analyzing pensions, retirement plans and other marital assets.
Daniel is a graduate of the Leadership Allen Fairview Class 30. Daniel and his wife live in McKinney with their two children. In his spare time, he enjoys hiking trips, learning Koine Greek, and going to car shows.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
