Daniel serves as a Wealth Consultant working closely with his clients to establish and maintain comprehensive financial plans. Many advisors talk about wealth management, investments, consulting, and financial planning, but in actuality, very few advisors bring the advanced credentials of Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) to the process.
Daniel graduated from Kansas State University with a degree in Finance. You will find Daniel spending time with his family outside the office and cheering on the Kansas State Wildcats, Kansas City Royals, and the Kansas City Chiefs!
If you are unsure you are working with the highest qualified advisors and firm, let’s talk!