“My satisfaction comes from building complete plans and watching them come to fruition.”
MaxFacts
- Specialties: Retirement planning, Long Term Care planning
- Licenses: Series 7, 63, 66 held with LPL Financial. MI Life Health and Variable Insurance held with the state of MI. Certified Financial Planner (CFP®) certification.
About Daniel
My process, business beliefs, and values are based on the principles of servant leadership. I only succeed when my clients do. I believe each individual situation is unique and deserves to be treated as such. I strive to become a trusted partner and educator to help each client work toward their financial goals.
As a fiduciary in advisory relationships and CERTIFIED FINANCIAL PLANNER™ I am held to the highest industry standards. This allows me to craft complete financial plans and give sound advice. My satisfaction comes from building lasting relationships and seeing clients live out their dreams.
Working at MaxWealth Management is an incredible opportunity to enhance the financial well-being of members throughout the local community.
I am a West Michigan native. In my free time I enjoy spending time with my wife and kids, rooting for Michigan State (Go Green!), singing, and coaching high school football.
Branches Covered:
84th street, Kentwood, Metro and 68th