Daniel has been in the financial services industry since 2021 assisting clients with investment and insurance solutions. He graduated from Monmouth University magna cum laude with a degree in finance and is a registered investment advisor holding Series 7, Series 66, Life, and Health licenses.
While studying at Monmouth, Daniel interned with Equitable Advisors establishing a foundation in wealth management principles. He has since joined Northern Advisory Group, deciding that an independent firm would provide the best resources for a holistic approach to financial planning.