Daniel began his career in the financial industry in 2005 where he quickly fostered lifelong relationships with his clients, assisting them in navigating the obstacles of both the risk management and investment sectors. He has taught principles of finance, economic principles, and entrepreneurship at the university level for over ten years as an Adjunct and has a passion for serving both families and small business owners in aligning their wants and needs.
Daniel is an Investment Advisor Representative (IAR), holding securities licenses FINRA series 65, 6, 63 and both life and health insurance licenses. He holds a Bachelor of Science (BS) in Organizational Management, and a Master of Business Administration (MBA) from Oakland City University. He utilizes his experience in developing financial plans for both families and small businesses in taking a holistic approach to wealth accumulation, optimizing tax strategies, and a systematic distribution plan based upon academic research and economic-based strategies.
Daniel currently resides in Evansville, Indiana. In his free time, Daniel enjoys attending sporting activities, teaching martial arts, fitness classes, and spending time with family and friends.