Daniel brings diverse financial and accounting experience to Independent Wealth Management, where he has served as a wealth advisor for seven years. Beyond his work with clients, he has specialized expertise in investment management, guiding portfolio strategy, supervising IWM’s investment management process, and contributing security analysis and research for the investment team.

Prior to joining IWM, Daniel spent three years in investment management at First Trust Portfolios, one of the largest ETF managers in the United States, where he was responsible for credit research for high-yield bond and senior loan funds.

Daniel graduated from Taylor University with a B.S. in Finance and Accounting. He is a CFA® charterholder, a credential fewer than one in five candidates who begin the program go on to earn, and a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®). Daniel draws on this expertise to educate his clients and guide them toward their financial goals.

As a wealth advisor, Daniel is passionate about helping clients understand the why behind their money and building financial plans that align their investments with their broader life goals. He also finds great fulfillment in putting his expertise to work in service of those in need.

In his free time, Daniel enjoys spending time with his wife, Jordan, being involved in his church, and pursuing his hobbies and interests, which include golfing, Nebraska football, and talking sports with anyone he meets.