Daniel has generational experience in understanding the benefit of investing early and consistently. At a very young age he learned the importance of developing smart financial habits and how to implement. He brings that expertise to clients by analyzing and providing tools to track, build and preserve wealth. He graduated from the University of Utah in 2023 with a degree in English. Daniel is actively working to obtain additional licenses and designations. He is married to Kathleen, has one daughter, and lives in Salt Lake City. Together, they enjoy the outdoors and can be found hiking, biking, skiing and golfing.