Daniel joined our firm after living in Scottsdale, Arizona for the last 12 years. While in Scottsdale he graduated Arizona State University with a degree in Psychology, and from there went to work for Vanguard as an Operations Associate before transitioning into high-net-worth Investment Consultant space. In 2020 he moved back to his hometown of Seattle, Washington to start the next chapter.
Outside of the financial planning, Daniel spends the majority of his time trying new restaurants, cooking for friends and family, reading endless amounts of books, and always looking for a winding road to take the motorcycle out on.