Daniel serves as a Financial Planner helping clients prepare for life challenges, disability, premature death, retirement, and LTC while helping them reduce or eliminate taxes.
He has a Bachelor’s of Science in Business from Southeast Missouri University, with previous experience in discount retail management of Turn Style, Zayre, Venture, Best Buy, and Circuit City. Daniel received the Circle of Honor award from Allmerica Financial in 1998.
He’s passionate about helping his clients prepare for and navigate their financial future, and is most proud of the relationship he has with clients and his 43 years of marriage.
As a Master Scuba Diver, his favorite life experience was traveling the world scuba diving and he spends his spare time boating, scuba diving and hunting. His favorite movie is Mclintock, with John Wayne & Maureen O’Hara. He would like to have dinner with his father to express his pride and love for him, and with Trump to find out what’s really happening.
* Dan is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.