To effectively achieve an individual’s goal or need, Daniel understands it all starts with listening. Through listening he can then take a broad and deep view of that individual and their families to provide them with a strategic and tactical solution over time. Daniel also knows investing can be confusing and complex, however; his process teaches his clients along the way so they can fully understand how they can pursue their goals and how to set realistic expectations.
As a native from Greensboro, North Carolina Daniel started his college career at Appalachian State University before transferring and graduating with a degree in accounting from University of North Carolina at Wilmington. As someone who is always looking to help others Daniel took his experience in math and accounting and pursued his career in financial advising. Daniel grew up in a large family with four sisters and thoroughly enjoys spending time with his sisters and parents. Daniel met his wife Lauren at the University of North Carolina at Wilmington where she received a degree in Nursing. Daniel and his wife enjoy golfing, being active and spending time with their daughters Addisyn and Raygan.