Specialties
About Me
Daniel started in the industry in 2004 after receiving his Bachelor of Science degree in Marketing from the University of Northern Iowa as well as a minor in economics.
Daniel has continued his education with the American College and has earned the Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), and Wealth Management Certified Professional (WMCP) designations. Daniel's favorite part of the job is interacting with clients and the process of helping clients navigate from where they are to where they want to be. Daniel specializes in the creation and maintenance of retirement income plans as well as business succession planning. Daniel is a native Iowan and longtime resident of central Iowa. Daniel is happily married to his lovely wife Nicole and they have two wonderful children Isabelle, and Benjamin. In his free time Daniel enjoys being terrible at golf, coaching and being involved with his children’s sports teams, and participating in community events.
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Interests & Hobbies
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Credentials
CFP, RICP, WMCP
Chartered Designations
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Disclosures
Securities offered through Securities Management & Research (SM&R). Member FINRA/SIPC. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making an investment decision.