Daniel is a well-established experienced professional in financial planning and investment management, with over 17 years of experience. His deep understanding and comprehensive approach are key to helping individuals manage their finances in a constantly evolving economic world. Daniel is skilled at managing the multifaceted aspects of wealth management.
He is a Certified Financial Planner® professional. With his objective advice and comprehensive financial planning, he helps clients navigate the financial risks during retirement planning.
Daniel grew up in Machesney Park, Illinois, and currently resides in Rockford, Illinois with his wife and four children. When he's not at work, he enjoys exercising, golfing and cheering on his children from the sidelines at their sporting events.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.