Experience and Education
Daniel works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals. He specializes in providing 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.