Daniel is a Financial Planner specializing in comprehensive financial planning and is committed to providing the firm's clients with the practical and unbiased financial strategies necessary to help achieve their goals. Daniel holds a B.S. in Business (Financial Services) from Wright State University. Daniel is also a CERTIFIED FINANCIAL PLANNER™ professional.
Daniel holds these licenses:
- Ohio Life, Accident and Health Insurance
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combined State Law)
Born and raised in Beavercreek, Ohio, Daniel likes to stay active by playing various sports and visiting the gym.