Personalized financial strategies start with meaningful relationships. That’s why I focus first on getting to know you and understanding what you’re working toward before you invest your money. I also believe your portfolio should be aligned with the level of risk you are comfortable with and balanced with the steps necessary to help reach your long-term goals.
With a background in tax accounting, I view investments not only through the lens of risk and return, but also through the lens of tax efficiency. I welcome the opportunity to work with your accountant, attorney or any other trusted professionals, because by working together, we can help develop a more cohesive strategy that is reflective of your needs now and what you hope to accomplish in the future.
I began my career as an accountant with PwC working in the Private Client Services team helping small businesses and families with tax planning and strategy. While all my experience has shaped my approach to investing, it was my role at PwC that sparked my interest in the importance of an established financial strategy for families and individual investors. In 2016, I accepted a senior tax accountant role at the PGA of America headquarters in Palm Beach Gardens, Florida – a role that combined my tax background with my love of golf. In 2018, I joined Edward Jones and am thrilled to once again be focusing on helping individuals achieve their financial goals.
Outside of the office, you can find me outside enjoying Oregon’s distinct seasons. I enjoy golf in the summer, catching an Oregon Ducks game in the fall and skiing on Mt. Hood in the winter. Rain or shine, you can find my wife and I walking our two dogs around our neighborhood in Happy Valley or on the trails surrounding downtown Gresham.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Business Retirement Plans
- College Savings
My Personal Interests
- Wine Collecting/Enthusiast
- Animal Rescue
Office Address23 East Powell Blvd
Gresham, OR 97030 opens in a new window
Phone NumberDaniel Wanous at (503) 661-5131
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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