Daniel provides comprehensive financial planning, investment and insurance advice, and tax planning for executives, professionals, retirees, and business owners.
He has more than 20 years of financial consulting, analysis, and planning experience. During this time he has gained an enhanced perspective on investing and the retirement process by helping both individuals and organizations work through complex financial decisions in these areas.
Prior to affiliating with LPL Financial, Daniel served as a Regional Account Manager for Clark Consulting, LLC, a leading national consulting firm for executive benefit plan design. Here he was a versatile team member in designing and managing retirement packages and life insurance agreements for top executives of community banks across the country. Previously, he was a registered representative at Capital One Investments, where he excelled in engaging and educating investment clients as well as supporting discount brokerage and operations activities.
Daniel holds a Bachelor of Science in Finance from the College of Business at University in New Orleans. He also completed a comprehensive curriculum of study at the College for Financial Planning, a premier school for advanced study, graduate education, and professional development of Financial Planners. Daniel holds the CERTIFIED FINANCIAL PLANNERTM designation with the CFP Board of Ethics and Standards, the internationally recognized organization and standard of excellence for financial planning professionals. He holds the Series 7 registration with LPL Financial and the 66 (63&65) securities registration with both LPL Financial and Youngblood Wealth Management, and a General Lines Insurance (Life, Accident, Health, and HMO) license.
Outside of his career, Daniel has offered his time and effort for a variety of causes and community based projects, and continues this effort where he feels he can have the strongest impact. He and his wife Kay live in Dallas with their two sons, Liam and Drew, and their two dogs, Beaux and Luke.