With over ten years of experience in the financial services industry, Daniel brings a wealth of knowledge and experience to our team. Specializing in retirement planning, income tax planning, and risk management, he is committed to helping clients achieve their financial goals and secure their financial future. Before joining Central Trust Company in 2024, Daniel served as a Financial Advisor for over seven years. He has been a trusted resource for many families, guiding them through important life decisions while safeguarding what they cherish most.
Daniel’s primary role at Central Trust Company is to collaborate with clients to create and implement personalized financial strategies.
Education & Certifications
- Bachelor of Science in Business Administration (Emphasis in Finance), University of Missouri – St. Louis
- Certified Financial Planner™ Professional (CFP®)
Interests & Activities
Active in his community, Daniel is a dedicated member of New Community Church of Wildwood. Outside of work, he enjoys staying active by playing soccer and pickleball, and cherishes time spent with his wife and four children.