On Tuesday, August 16, 2022 we had our ribbon-cutting ceremony as part of the Williamson Road’s shared office space ribbon-cutting. The mayor, city council members, friends, family, and clients were in attendance! Daniel was also featured on local tv.
Here’s the link to the coverage on channel 10!
After only 6 weeks in the business, Daniel is managing approximately $6,000,000 and is working on 3 brand-new comprehensive financial plans for his clients. He has approximately 25 clients. His unique strategy of not taking any more than 75 clients has really set him apart in the industry. Other financial advisors have shown intrigue and skepticism, stating that he will want to make more money, but Daniel’s motivation is not simply to make more money, but to provide a high level of service to his clients. This comprehensive approach to financial planning is setting him apart and driving more clients to sign on with him. He is 1/3 of the way towards filling up his client list, so get in while you can!
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.