Daniel plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. A skillful problem-solver, Daniel addresses client requests and administrative needs with speed and accuracy. Daniel also supports the business operations of our team and plays a key role in preparing financial reports.

Prior to joining our team in August 2018, Daniel was a Personal Service Registered Client Manager at T. Rowe Price and a Trade Support Associate II at Raymond James. He holds a bachelor’s degree in Accounting from University of South Florida, St. Petersburg. He also holds a Series 7 & 66 license.

Daniel is originally from Largo, Florida, and still resides in Largo with his partner, Meghan, and children, Jacob, Kaitlyn, Conner, and Hanna. When not in the office, Daniel enjoys spending time with his family, woodworking, and kayaking.