He works diligently with the goal of providing the best solutions and service for his valued clients.
Daniel began working in the insurance business in 2006. He joined Creative Planning in 2008 as an independent associate advisor. He has completed both LLQP and CSC.
Daniel is a board member of his Clanton Park Synagogue, and has chaired and continues to assist Eitz Chaim his Children’s School with multiple fund raising projects.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.