Daniel helps clients navigate complex financial decisions by designing comprehensive, integrated strategies that support their long-term goals and financial well-being. He partners with individuals and families to create thoughtful plans tailored to their unique circumstances, combining years of experience with a genuine passion for helping clients feel confident about their financial future. He has dedicated his career to financial planning, bringing a client-centered approach and practical guidance to every engagement.  

Motivated by the opportunity to make a meaningful difference in clients’ lives, Daniel approaches each relationship with empathy and attentive listening. He builds long-term partnerships based on trust, open dialogue, and a clear understanding of each client’s goals and priorities. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and an active member of the Financial Planning Association of Michigan.  

Daniel lives in New Baltimore, Michigan, with his wife, daughter, and mini dachshund. Outside of work, he enjoys spending time with family and friends at the lake, playing piano and guitar, and following Detroit sports.