I became an Edward Jones financial advisor because I have always enjoyed helping people and developing my community. As a parent, coach and community leader, it is very natural for me to bring that passion to the most important goal in people's lives. As a former business owner, I've gained trust with managing vital personal and financial information so I could help my clients achieve their financial goals.
Prior to coming to Edward Jones, I worked for 28 years as a corporate real estate consultant where my largest client was CNA Financial. With thousands of employees and over 100 branch locations, I routinely accessed employee and financial account information. I also gained valuable experience developing and managing my own employee retirement plan.
Commitment to People
I'm a Griffith and small town guy. When my wife and I were married in 1994, we moved to Griffith, IN, eventually raising our five children and becoming active members of the community. We love our town. As a family we have enjoyed volunteering our time to helping our school, church, sports teams and community projects. I currently serve as the vice president of the Griffith Park Board and co-chair to Imagine Griffith. In the past I served as a PTC officer and was former president of the Griffith Soccer Club. Being from the region, I graduated from Bishop Noll Institute and Purdue Northwest.
Working with Me
When working with clients, my approach is simple: to develop trust by gaining a full understanding of what is important to you and your family and then making recommendations that are in your best interest. That's it. We can work together to develop specific strategies to help you achieve your goals and we will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
With a firm commitment, I will serve you to the best of my ability.
- Retirement Savings Strategies
- College Savings
- New Investors
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
- Record Collecting
Office Address1939 W Glen Park Ave
Griffith, IN 46319
Phone NumberDaniel A Perez at (219) 924-2565
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More