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. Daniel is responsible for security analysis and research as well as the development of comprehensive financial plans.
Daniel graduated from Taylor University where he earned a B.S degree in Accounting and Finance. He is currently enrolled as a Level III candidate in the Chartered Financial Analyst (CFA) program. In addition to holding his Series 66 and Series 7 registrations, he hopes to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in order to better serve clients in the future. Daniel 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, in addition to various hobbies and interests which include golfing, Nebraska Football and talking sports with anyone and everyone.