Daniel serves on the Advice and Planning Research team, which develops and communicates the firm's advice and guidance for client needs including retirement, education, estate considerations, and protecting financial goals. His primary focus is 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 for clients ranging from large corporations and their executives to small business owners and their employees.
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.