Daniel is a Certified Public Account, licensed investment advisor and licensed insurance agent. He has over 29 years of executive consulting experience that has carefully fine-tuned his approach today. Daniel works closely with each client in determining a tailored road map to financial success by carefully listening to the client’s goals and developing a mutually agreed upon plan that puts their needs first.
Prior to joining CFS as a Senior Partner, Daniel worked for Deloitte, McKesson Corporation Plante Moran and operated his own wealth management practice. This industry experience allows for him to provide an exceptional range of knowledge and expertise across a wide range of financial aspects including, but not limited to, asset investment management, mergers and acquisitions, debt and equity financing, CFO consulting, employee benefits and retirement plan management and insurance consulting.
Daniel attended Michigan State University and the Wharton School of Business at the University of Pennsylvania. In his spare time Daniel enjoys golfing, going up north and biking while also donating his time to his local Kensington Church.