"An investment in knowledge pays the best interest."
MaxFacts
- Specialties: Holistic Planning and Portfolio Review
- Licenses: Series 7, 63, 66 held with LPL Financial
About Daniel
Helping clients ensure they have the right knowledge and advice to preserve their financial futures is something for which I have a great deal of passion. I received my B.B.A. from Grand Valley State University and have spent much of my career in the client service and investment industry.
I enjoy delving deep into markets and developing a strong knowledge base about a wide range of investment opportunities because I know that one size does not fit all when it comes to planning your financial future. Using my knowledge and abilities to help clients map out suitable strategies for their own unique situations is something from which I get a great deal of professional and personal satisfaction. I believe that helping others is the greatest reward.
Service is the lifeblood of all client relationships, and I am dedicated to providing my clients with the very best possible service, while also building an honest and trusting long-term relationship. Being a valued advisor is something I will work hard every day to earn and, once achieved, is not something I take for granted.
I was raised to treat others as I would like to be treated and, every client who works with me can be assured that I treat their financial future the same as I would my own or my family’s, with the utmost care and respect.
In my free time, I enjoy running, drumming, and hiking. I love being active in my community and helping it grow.
Branches Covered:
Knapp, Leonard, Ann Arbor, Farmington Hills, Livonia, Rochester Hills, Troy, and White Lake