Experience and Education
Daniel works with a senior wealth advisor to provide individuals and families with customized wealth plans. He is part of the wealth team that helps clients implement effective strategies for balance sheet management. The team also provides clients with guidance during the tax, estate and insurance planning process.
Prior to joining Mariner Wealth Advisors, he worked on audit engagements at Wiss & Company, LLP.
Daniel holds a bachelor’s degree in accounting from Muhlenberg College.
Daniel enjoys golfing, traveling, exercising and spending time with his friends and family. He is a fan of the Dallas Cowboys, Oklahoma Sooners, the New York Yankees and the New Jersey Devils.