Daniel Porter,

Daniel Porter is a managing and founding partner of Two Oaks Wealth. He has 35 years of experience as a financial advisor, working closely with his clients to provide wealth counseling for all stages of life.

Since Dan was a child, mowing lawns for five dollars an hour, he’s been fascinated by the economy, from the basics of making money and the worth of an hour, to the various ways people interact financially and the importance of those interactions. He knew early in his life that the financial world was something that he wanted to be a part of.

In 1990, Dan graduated Iowa State University with a degree in finance and began his career with American Express Financial Advisors and IDS Financial Services (now Ameriprise). He reflects fondly on the experience and the knowledge he gained in those first three years. The next step in Dan’s career took him to Diversified Financial Group (DFG) as an independent financial advisor, where he acquired his CFP® certification. This allows him to provide clients more in-depth financial planning services.

After 23 years with DFG building his relationships and practice, in 2016, it was again time for a change. Dan and his business partner, Michael Compiano, founded Legacy Capital Partners, with the goal of independent advice while focusing on the client's entire financial picture. In 2021, Dan and Mike decided to purchase a building in Valley Junction, prompting a fresh new start and a fresh new name – Two Oaks Wealth. The goal has always remained the same: Helping our clients find their best life.