Daniel came to LPL with 16 years of experience in the Investment industry. He spent 15 of those years at a large national bank. He attended the University of Washington on scholarship and graduated with a Bachelor’s of Science in 1997. He was a Dean’s list student and a Congressional Scholar. In 2012, he graduated from the University of St. Thomas Certified Financial Planner program. He values his client’s aspirations and financial goals and utilizes strategies that seek to help minimize his clients’ exposure to risk. As a result of his care for each individual client, he often builds long lasting friendships with his clients.
Daniel has successfully worked with many individuals and groups, including:
- Advanced retirement planning with Social Security and Long Term Care Insurance integration
- 401k, Pension, Defined Benefit Retirement planning
- Small Business Owner Retirement Planning and Business Exit Strategies
- Family/Individual Investment and legacy wealth management
Coming from a military family in the Air Force, Daniel settled in Denver, Colorado with his wife and 3 daughters. In his spare time, Daniel volunteers at the Colorado Ballet where his oldest daughter dances, and is a board member of a community HOA in Breckenridge.
WESTERN WEALTH MANAGEMENT
440 Indiana Street | Golden, Colorado 80401
Phone: 720.938.7960 | Fax: 303.393.2365
Advisory services offered through Western Wealth Management, a registered investment advisor and separate entity from LPL Financial.