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. He holds a bachelor’s degree in finance from Westminster College in Salt Lake City, where he was involved in managing Westminster’s D.A. Davidson Student Investment Fund. He maintains the CERTIFIED FINANCIAL PLANNER™ certification, series 7 and 66 securities licenses, and insurance licenses in the areas of life insurance and variable annuities. Prior to joining Blue Granite Wealth, Daniel gained experience working in Morgan Stanley’s Cost Basis Department.
Daniel is actively involved in the Young Professionals group of the Eau Claire Chamber of Commerce, and also enjoys participating in the United Way Day of Caring. In his free time, Daniel loves traveling, being active outside, playing volleyball, and enjoying the many wonderful cultural events the Chippewa Valley offers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.