Daniel joins Independent Wealth Management with diverse financial and accounting experience gained through his time as an associate financial analyst at an asset management firm in Chicago. He was responsible for company-specific investment analysis for high-yield bond and senior loan funds and brings this knowledge to IWM’s Financial Life Planning and Investment Management teams. 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.
Daniel graduated from Taylor University where he earned a B.S degree in Accounting and Finance. In addition to his degree, Daniel is a CFA® charterholder after passing all three exams in the CFA® Program and meeting the requirements set by the CFA® Institute. 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 and everyone.