Designations and Licenses

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS.

Experience and Education

Daniel provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. Daniel also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning. He brings to every client relationship a commitment to service, diligence and genuine care.

Prior to joining Mariner, Daniel served as a wealth advisor at Hayes Financial.

Daniel has a bachelor’s degree from Wheaton College.

Personal Interests

Daniel loves spending time with his wife and four kids. They enjoy hiking and exploring and are actively involved at school and in their community.