Designations and Licenses

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Dan assists individuals and families in reaching their financial goals by creating customized and comprehensive financial plans. Prior to joining the firm, Dan was a financial planner at MassMutual Illinois, where he guided clients through all stages of the financial planning process, including cash flow and budgeting, asset allocation, investments and retirement. 

Daniel has a bachelor’s degree in accounting from Illinois State University.