About Daniel

Daniel specializes in working with baby boomers, particularly those nearing or in retirement, offering personalized and hands-on financial guidance tailored to each client’s unique situation. His deep commitment to family values and his background as a CFO and HR director at a not-for-profit organization enable him to relate well to both executive and staff-level clients.

A Wisconsin native, Daniel grew up in a family business, gaining an appreciation for small businesses and their owners. He and his wife, Joy, have been married for over 40 years, raising five children and enjoying time with their numerous grandchildren. Outside of work, Daniel is an avid sports fan, especially of baseball, basketball, and football, and enjoys outdoor activities like hiking, golfing, and grilling year-round.