Daniel’s goal is to help you achieve your greatest potential in life by maximizing your financial situation.
Daniel has been helping clients since January 2018. He became a licensed financial advisor in December 2017 by passing the Series 65 exam and he became a CERTIFIED FINANCIAL PLANNER™ professional in December 2019 by passing the CFP® exam and satisfying the education, experience, and ethics requirements of the CFP® Board.
He graduated from Bryant University in May 2019 with a certificate degree in financial planning. He serves as Vice President for a local group of business professionals called Network Your Business, was an advisor with Leadership Roanoke Valley for 2020-21, and is active in his church and community. He serves on the boards of the Williamson Road Area Business Association and the 110 Society, which is the Taubman museum of Arts monthly event planning committee and membership group.
He is a member of Kingdom Advisors, NAPFA (National Association of Personal Financial Advisors), Roanoke Valley Estate Planning Council, and the XY Planning Network.
Daniel is also a Virginia Public Notary and can help notarize legal documents such as your will, power of attorney, advanced directive, and other documents.
Daniel loves travel, home renovation projects, writing, reading, and exploring the open road in his camper van. He believes in hard work, integrity, and helping others above all else.
He wrote “The Money Success Guidebook: A Step-by-Step Game Plan to Master Your Money” in 2020. It is an excellent source of wisdom regarding all the steps involved in building your wealth and maximizing your income. He is happy to give free copies to anyone he meets or gives a free consultation to, though it is a popular seller on Amazon as well.
At this time, Daniel plans to only take on 75 total household clients. Until that limit is reached he is still taking on clients, but this is happening at a rapid rate. Your path to financial security and independence begins now! Contact Daniel to set up a free consultation today!
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