Meet Daniel

Daniel brings years of experience in the insurance and financial services industry to his role as our Associate Planner. His understanding of the behind-the-scenes tasks, along with his ability to carefully listen to clients, make him a fantastic fit for his position.

A graduate of Towson University with a degree in Business with a focus in Financial Planning, Daniel also holds an associates degree from Hagerstown Community College. He previously worked for an insurance brokerage and a financial planner, where he witnessed the positive impact made by helping people.

Daniel stays active outside of work with weightlifting, lacrosse, or trying to keep up with his family’s dogs. He also enjoys listening to podcasts and audio books and seeks out different perspectives to broaden his own.



Favorite Food:

Chicken Parmesan with a side of noodles

Best piece of financial advice I received:

Pay yourself first. There’s no better feeling than being able to stand on your own two feet.

Favorite Quote:

“Decide what to be and go be it.”

If I could meet anyone, past or present, it would be:

Muhammad Ali

Hidden talent:

Stringing lacrosse sticks

Favorite book:

The One Thing

What motivates me:

I want to be a source of strength and steadiness for people in my life.

Favorite holiday:


Place I’d most like to visit:


My biggest accomplishment:

Working throughout most of my time in college

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