Daniel is an accomplished advisor known for cultivating relationships built on trust and a deep understanding of clients’ goals. Daniel’s passion extends beyond advising; he actively shares his financial planning techniques, emphasizing education in the process.

Daniel holds a Master of Business Administration with a concentration in finance from Binghamton University. He earned his Bachelor of Arts in Spanish Language and Literature from the same school.

Outside the financial realm, Daniel enjoys exploring diverse cuisines through cooking, embarking on long road trips, and unwinding at the Alamo Drafthouse with his season pass. He volunteers his time with Keep Austin Fed.