Financial Advisor at Daniel Investment Group Inc.
Verified advisor · CRD 8156528I am a Financial Advisor at Daniel Investment Group, where I help high-income professionals and families make informed decisions around investments, taxes, retirement, and long-term wealth planning. I have a particular focus on BigLaw attorneys and other professionals navigating complex compensation and significant career transitions. A Davidson College graduate with a background in economics and collegiate baseball, I strive to bring a disciplined, relationship-driven approach to financial planning. I'm passionate about helping clients turn financial success into greater flexibility, security, and long-term wealth.