Daniel’s focus on individualized personal wealth and financial advice is the cornerstone of the client experiences he provides. Understanding each client’s needs are unique, he strives to educate and execute personalized financial plans for navigating retirement and building wealth.
Daniel holds a Bachelor of Science in Business Administration and a minor in Accounting from Aquinas College in Grand Rapids. While attending college he played on the Baseball team and was involved in various business and economic clubs. Daniel Holds his security registrations (Series 7, 6, 63, and 65) with LPL Financial.
In his spare time, you can find Daniel spending time with his family. He and his wife Staci have two children Lena and Warren. Daniel also enjoys traveling, softball, and golfing in his spare time.