Daniel has been diligently working in the Financial Services Industry for fourteen years. He received his education from Auburn University with a degree in Finance and a minor in Accounting. After finishing school, he worked almost five years as a Financial Advisor with Ameriprise. He then went on to work for Wells Fargo Bank as a Private Banker for nearly three years. From there, he moved to ProEquities where he served as the Director of Platform Services for seven years. Daniel is now a Wealth Advisor and Chief Operations Officer of TrueWealth Advisors. He is a CFP®, CRPF® and a member of FSI and the Financial Planning Association. His areas of focus include Financial Planning, Portfolio Evaluation, Planning for Life Events, and Working with Individuals and Families to help them achieve their financial goals. Daniel’s passion for his work combined with his vast experience make him a skilled Wealth Advisor who cares about his clients and loves to help them puzzle out their finances and uncloud their future.
Daniel grew up in Trussville, AL, where he now attends Holy Infant Catholic Church. Daniel is happily married to Lauren Jones, who works as an Agile Project Portfolio Manager. Together they have three, wonderful children: Walker, Scarlett, and Tiernan. When Daniel isn’t working hard to achieve his clients’ financial goals, he loves to spend time with his kids and get involved with their extracurricular activities. He also enjoys playing golf when he gets the chance.
Daniel has always loved the puzzle of creating a financial plan, and he’s concluded through his years of experience that the best way to help his clients is to look to the future and work with them to achieve their dreams. Daniel has a passion for helping his clients. He enjoys planning, and he enjoys helping evaluate a client’s objectives and creating tailored solutions to help them achieve their goals. What Daniel loves most about his job is making a difference in his clients’ lives. Providing his clients the peace of mind to know they have a financial coach carrying them from pre-retirement, through retirement, and transitioning their assets to their heirs is what makes his career worthwhile.
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