Daniel joined the Cape Financial Group team in March 2017. Daniel's main responsibilities include supporting Frank with clients as well as assisting with both investment research and the management of our model portfolios. Daniel also helps support the office to maintain our efficient and effective service to you.
Daniel is a graduate from Cedarville University in Cedarville, Ohio. He holds Series 7 and 66 securities licenses and recently earned the Accredited Asset Management Specialist℠ designation.
Outside of the office, Daniel enjoys playing piano, traveling, officiating soccer matches, and hiking with his wife, Christa, and dog, Louie. Daniel is also a member of the Northeast Wisconsin Estate Planning Council.*
*Raymond James Financial Services is not affiliated with and does not endorse the Northeast Wisconsin Estate Planning Council.