Client Relationship Manager
Daniel is passionate about personal finance and is striving to develop himself into an exceptional Advisor where he can educate, serve, and succeed with his clients as well as co-workers. He especially enjoys the personal connections that are made as clients become like family.
Daniel Graduated from the Master’s University in 2019 with a bachelor’s degree in Business Finance and Administration. When he isn’t in the office, Daniel enjoys coaching basketball, racing cars, riding dirt bikes, and spending time with friends and family.