320 Seven Springs Way
Brentwood, TN 37027
Daniel started his professional career with Larson Financial in 2012 in the insurance department. Through creativity and ambition, Daniel quickly moved up the ranks, becoming a leader and trainer for fellow employees. His decision to become an advisor was made out of a desire to help benefit physicians and their families on a more direct level. Daniel’s goal as an advisor is concentrated on reducing the burden of finances on his clients so that they may better focus their time on what truly matters.
Daniel’s primary focus is coordinating a holistic financial plan with the unique demands of physician families in mind. This includes investment portfolio management, asset protection strategies, tax-efficient planning and aspects of estate planning. He puts an important emphasis on establishing a trustworthy relationship with clients through providing education and offering transparent information throughout the planning process.
Daniel graduated Summa Cum Laude from Columbia College with a Bachelor of Arts in American Studies, with minors in communication and history. During his three years at Columbia, Daniel served as a leader in numerous student organizations, including the Executive Board of the Student Government Association.
While not at the office, Daniel enjoys playing soccer and golf, volunteering throughout his community and spending time with friends and family – especially his nieces and nephew.
Check the background of this investment professional on FINRA’s BrokerCheck