Daniel, a veteran of the US Army Airborne division has over 20 years of experience in the financial services industry and has counseled hundreds of people in all areas of financial planning. During his career, Daniel has designed and delivered programs on topics such as basic and advanced financial planning, 401(k) investing, pre and post-retirement planning, and how to make informed decisions throughout retirement.
Daniel was a senior executive with a member owned not-for-profit organization that managed over $1.2 Billion for their members. He was part of the team to establish credited rates for the portfolio of products. In addition, Daniel was a key person to meet with the rating committee of AM Best. He helped design and market products, trained agents, and lead three departments managing a team of 22 employees.
Daniel was the key person to launch a financial planning subsidiary. The financial planning firm grew to over $229 Million in assets under management within a three year time frame. Daniel was a major contributor to the overall success of this business unit and managed combined budgets of $4 Million.
Daniel holds licenses in general securities and insurance and is an Investment Advisor Representative with LPL Financial. Daniel has received the Chartered Retirement Planning Counselor (CRPC) professional designation through the College for Financial Planning. Daniel also completed the Executive Leadership Course through the prestigious Cornell University.
Daniel takes pride in his ability to help people simplify complicated financial concepts. His experience in the industry, along with his practical, caring approach, makes him a valuable part of a retirement planning team.