Simplified Financial Advice.

Meet Daniel


Daniel began his career working in the financial services industry over 25 years ago in 1997, as an intern for First Command Bank in Fort Worth, TX. He graduated from the University of Texas at Arlington with a Bachelor of Arts in Political Science.

Daniel believes in helping his clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. Based on his client’s needs, he will create an investment allocation for them along with a proactive, holistic wealth plan that will help them make informed financial decisions throughout their life and pursue their financial goals.

In his spare time, Daniel enjoys spending time with his wife Heather and their two children Braylon and Madison.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.