Daniel has spent the last 20 years in wealth management; coaching clients and helping them achieve their financial goals. He believes in higher standards for wealth management – integrating behavioral finance and visualization to improve financial outcomes.
Daniel cares deeply about his clients - their families, their businesses and their personal success. The relationships Daniel has cultivated over the years is evidence of his commitment. He vacations with clients, hosts them for dinner and even knows their pets’ names.
The type of client Daniel serves has a busy schedule and doesn’t have the time or desire to manage their own investments. Rather than be burdened with watching the markets, Daniel’s clients spend more time with family and enjoy personal hobbies or passions.
Daniel is a native of Charlotte and graduated from the University of North Carolina at Charlotte. He enjoys mountain biking, fly fishing and automotive racing. He and his wife Katie were married in St. Lucia and reside in Matthews, NC.