Daniel joined the team this year as an Associate Representative after working as a Wealth Management Assistant for the past three summers.
Daniel took an interest in Financial Advising and Financial Planning as a sophomore while studying for his Finance degree at Iowa State University. He jointed the team in June 2025, after graduation, to finish his licensing and become a Registered Representative and works primarily with Shawn Murphy.
Daniel is dedicated to making clients feel safe and secure with their investments and their long-term financial goals. He wants clients to feel excited and unworried about their eventual journey into retirement.
Daniel was born and raised in St. Paul. Outside of work, he enjoys being outside as much as possible, including activities such as golf, basketball, tennis, soccer, and everything sports.