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.