At our firm, Daniel is involved in every aspect of the financial planning from creation to monitoring, making sure client goals and objectives are reflected.
Daniel earned his Certified Financial Planner® designation in May of 2008. He is a graduate of Appalachian State University and holds a BSBA in Finance and Banking with a concentration in Financial Planning. He also completed FPA’s residency program at Texas Tech University.
Daniel holds his Series 7 and 66 securities registrations as well as his NC Long-Term Care and Life and Health Licenses. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.
Daniel lives in Greensboro, N.C., with his daughters, Abigail and Lillian.