Daniel has been providing comprehensive wealth management services to medical and dental practitioners since 2006. His core competency lies in advising clients on professional corporations and tailoring the optimal strategies for each individual client by working closely with their tax and legal advisors.  Daniel takes a holistic wealth management approach that is unique in the industry. He sees his clients’ peace of mind as an essential part of the investment process and helps them achieve it by listening carefully to their goals prior to constructing a unique financial plan.

Now leading a team of highly qualified professionals with 60 years of combined experience in financial services, he focuses on tax minimization and a coordinated synergy of estate, investment and financial planning considerations. Daniel also works with selected families and business owners on a referral basis.

Daniel is Securities and Insurance Licensed and has completed the Wealth Management Essentials course. He is currently pursuing the Certified Financial Planner (CFP) designation.