Serving families and helping them achieve their life goals brings me great satisfaction. I consider it a privilege to collaborate closely with clients, helping them uncover their goals and dreams, navigate their financial journeys and build lasting prosperity for their families. My thoughtful and comprehensive approach helps ensure that we identify their true ambitions and are able to create a robust plan paired with customized investment strategies to support them in achieving success.
Joining the &Partners family strengthens my dedication to providing clients and their families the personalized solutions they deserve. Leveraging the deep financial markets and investment experience of the &Partners team further enhances the tailored strategies I provide to my clients. Together with &Partners, we reaffirm our commitment to advice done well.
Much of my career in wealth management was with UBS and, earlier, Wachovia. My success is built on the integrity and the trusted relationships I’ve been able to foster with my clients: they know they can rely on me to deliver.
About Daniel:
B.S., University of Richmond
FINRA Series 7, 31, 63 and 65 securities registrations
Forbes Best-in-State Wealth Advisors 2026
CA Insurance License #0G69631
Daniel lives with his family in Richmond, Virginia.
The 2026 Forbes Best-in-State Wealth Advisors: Awarded April 2026; data compiled by SHOOK Research LLC based on the period from 6/30/24 to 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research LLC. Investment performance is not a criterion. A self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
