Daniel brings his diverse financial and accounting experience to Independent Wealth management through his time as a wealth advisor and financial analyst. Specializing in wealth and investment management, Daniel is responsible for helping clients navigate the financial complexities they face as well as security analysis and research for the investment team at IWM. Prior to joining IWM, he was responsible for company-specific investment analysis for high-yield bond and senior loan funds at an asset-management firm near Chicago.

Daniel graduated from Taylor University where he earned a B.S degree in Finance and Accounting. In addition to his degree, Daniel is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER^tm Practitioner (CFP^®). Daniel also holds his Series 66 and Series 7 registrations with LPL Financial. He is passionate about financial education and using his skills to help those in need. In his free time, Daniel enjoys spending time with his wife, Jordan, being involved in his church, in addition to various hobbies and interests which include golfing, Nebraska Football and talking sports with anyone he meets.