Daniel serves as a primary relationship manager and is responsible for the management of client portfolios. He works together with clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He values delivering premier customer service and comprehensive financial advice to provide peace of mind to his clients’ lives. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. Daniel is a member of the Stoker Ostler Investment Committee, which is respo