Before receiving his securities registrations in 2003, Daniel had a 20 year career in the telecommunications industry supporting firms across the U.S. such as Verizon, GTE, AT&T, SBC, and EDS. He has nine years of banking experience and has been especially successful in serving small businesses and engineering firms.
Daniel says he is able to provide exceptional customer service because “I enjoy taking the time to get to know my clients and helping them address their financial goals.”
Daniel and his wife Renee are passionate about their children’s education and he has been actively involved with the Lovejoy Foundation, serving on the board from 2008 to 2011. He was also on the Executive Board, serving as Treasurer, from 2009 to 2011. From 2004 to 2006 he was the PTA Treasurer for Lovejoy Elementary in Allen, TX.
Daniel attended the University of Mississippi and holds the following professional certifications, registrations, and licenses:
- FINRA Series 7 and 66 registrations with Ameriprise Financial
- Life, Accident & Health Licenses
*Based on annual production
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