About Daniel
Daniel’s dynamic background and knowledge across wealth management, tax, and estate planning are valuable assets for our team and clients.
Prior to joining the firm, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate pivotal decisions and transitions that impact their wealth, family, and businesses.
Daniel enjoys sports, travel, documentaries, music, and most importantly, spending time and experiencing life with his wife and three children.
Education
- Indiana University - bachelor's degrees in finance and accounting
- Indiana University Robert H. McKinney School of Law – Juris Doctorate
Daniel’s dynamic background and knowledge across wealth management, tax, and estate planning are valuable assets for our team and clients.
Prior to joining the firm, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law where he collaborated closely with individuals, families, and business owners to help them navigate pivotal decisions and transitions that impact their wealth, family, and businesses.
Daniel enjoys sports, travel, documentaries, music, and most importantly, spending time and experiencing life with his wife and three children.
Education
- Indiana University - bachelor's degrees in finance and accounting
- Indiana University Robert H. McKinney School of Law – Juris Doctorate