Daniel joined the team this year as a Junior Representative after working as a Wealth Management Assistant for the past three summers. Daniel took an interest in Financial Advising and Financial Planning as a sophomore while studying for his Finance degree at Iowa State University. After graduating in May, Daniel joined the team full time in June to finish his licensing and become a Registered Representative.
Daniel is dedicated to making clients feel safe and secure with their investments and their long-term financial goals. We as a team want our clients to feel unworried about their eventual journey into retirement.
Daniel was born and raised in St. Paul. Outside of work, he enjoys being outside as much as possible, including activities such as golf, basketball, tennis, soccer, and everything sports.