Daniel works alongside clients to identify goals and implement solutions to help improve their financial futures. He enjoys seeing the impact that financial planning and wealth management have on each client’s life. Daniel is also a member of the team’s investment committee, performing ongoing research of the investments and strategies employed in client portfolios.

Daniel joined the Blue Granite Wealth team in 2014 and became a managing partner in 2021. He holds a bachelor’s degree in finance from Westminster College in Salt Lake City and prior to joining Blue Granite Wealth, gained experience working in Morgan Stanley’s Cost Basis Department. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional having met the CFP Board’s high standards for education, examination, experience, and ethics. He is a Registered Broker and Registered Investment Advisor Representative (Series 7 & 66) and holds various health and life insurance licenses.

Daniel is actively involved in the Eau Claire Chamber of Commerce including membership in the Young Professionals group and sitting on the Youth Leadership of Eau Claire committee. Daniel also serves on the board for the Chippewa Valley Council of the Boy Scouts of America. In his free time, Daniel loves traveling, being active outside, and enjoying the many wonderful cultural events the Chippewa Valley offers.