About Daniel
Daniel proactively supports his team to help provide a great customer experience every day. He dedicates most of his time to analyzing client situations, identifying potential challenges, and delivering solutions through a detailed planning process. His ability to anticipate needs and provide tailored solutions helps address immediate concerns and foster long-term client satisfaction and trust. Daniel is committed to building strong, trusting relationships and helping his clients feel confident and at ease about both their current and future financial outlook.
Prior to joining Focus Partners Wealth, Daniel worked for TIAA, advising clients on their retirement plans.
Outside of work, Daniel likes playing sports, particularly soccer and golf. When he's not playing, he can often be found watching his favorite teams or attending sporting events. Daniel has backpacked through Europe multiple times and enjoys spending time at his beach house in Carolina Beach.
Education and Professional Milestones
-University of North Carolina at Charlotte - bachelor’s degree in finance
Daniel proactively supports his team to help provide a great customer experience every day. He dedicates most of his time to analyzing client situations, identifying potential challenges, and delivering solutions through a detailed planning process. His ability to anticipate needs and provide tailored solutions helps address immediate concerns and foster long-term client satisfaction and trust. Daniel is committed to building strong, trusting relationships and helping his clients feel confident and at ease about both their current and future financial outlook.
Prior to joining Focus Partners Wealth, Daniel worked for TIAA, advising clients on their retirement plans.
Outside of work, Daniel likes playing sports, particularly soccer and golf. When he's not playing, he can often be found watching his favorite teams or attending sporting events. Daniel has backpacked through Europe multiple times and enjoys spending time at his beach house in Carolina Beach.
Education and Professional Milestones
-University of North Carolina at Charlotte - bachelor’s degree in finance