Daniel is a relationship management associate based in Boerne, TX.

Daniel specializes in financial planning, tax planning, and investment management, helping clients build confidence in their financial lives. He coordinates closely with the primary financial advisor to ensure each client receives thoughtful, attentive service.

Daniel previously worked for an RIA in Austin specializing in high‑net‑worth insurance strategies, where he supported clients in developing tax‑efficient estate plans. His experience also includes helping provide liquidity for estates with illiquid assets subject to estate taxes.

He earned his Bachelor of Science degree in economics from Texas A&M University.

In his free time, Daniel enjoys running and cycling at events across Texas and spending time watching movies with his wife and their dog, Penny. He and his wife also serve as Young Life leaders for a high school in Boerne, where they value the opportunity to watch God work in the lives of students.