Daniel’s previous work experience focused on programs related to retirement planning. While working with TRICARE, Medicare and structuring retirement financial plans he was uniquely able to understand the full picture of what his clients wanted to accomplish for their future. This experience helps Daniel find the best solution for you.
Daniel is dedicated to understanding your goals to see the process through to the end and beyond. Many of his former clients still reach out to him simply to ask a question and he is always there. You can expect 100% transparency, no surprises, availability and a conservative approach to what is going to be expected throughout the process. When you get to the end, everything should be as expected, or BETTER than what was originally planned!
In his free time Daniel enjoys spending time traveling with his wife Jen, and checking in on his family in California who never forget to remind him just how nice the weather is compared to Chicago.