Biography
A member of Accredited’s Wealth Management group, Daniel is responsible for wealth planning analysis and the execution of planning strategies.
Daniel joined Accredited after having spent time as a Business Analyst/Project Coordinator at an independent investment advisor and consultant in the Health Savings Account industry.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Wheaton College (IL) - B.A. in Economics
• Certified Financial Planner™
How do you spend your life wisely?
Time and money are two of the main ways that we can show the world what we value. I spend my life wisely by working to align how I invest the majority of my time and my money with what I truly value most. I believe that while my values dictate how I want to spend my time and money, how I ultimately spend my time and money plays a big role in determining my values.
“You can't go back and change the beginning, but you can start where you are and change the ending.”
C.S. Lewis
