• Daniel Reece, CFP®

    Financial Advisor

Daniel Reece is a seasoned financial planning and investment management professional with over 15 years of experience. He possesses a wealth of knowledge and a broad perspective that can help you navigate the ever-changing financial landscape. Daniel is adept at balancing the complex forces at play in wealth management and adapting intelligently to changing market conditions.

Daniel 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, IL, and currently resides in Rockford, IL 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 Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.