Daniel serves on the Client Needs Research team with a focus on the area of taxation and its application to broader financial aspects such as retirement, investing, and estate planning.
Daniel joined Edward Jones in 2023 after spending most of his career in public accounting where he focused on tax compliance, tax planning, and business strategy and advisory services. With Daniel being client facing, collaborating with multiple sized clients ranging from large corporations and their executives to small business owners and their employees, he has been able to guide clients with a multitude of tax planning strategies.
Daniel graduated from Bentley University with an Undergraduate Degree in Accountancy and a master's degree in Taxation. In 2016, he earned his Certified Public Accounting license (CPA) and in 2021, he earned his CERTIFIED FINANCIAL PLANNER™ designation.