Who We Are

Daniel, one of our experienced Financial Planners, graduated from Texas Tech University with a degree in Economics. He has obtained the prestigious CERTIFIED FINANCIAL PLANNER^TM designation and has worked in the wealth management industry for several years.

Daniel recognizes that the process of financial planning does not come easily to everyone. He understands unexpected costs of living and a lack of planned savings can result in a great deal of stress, and he is here to help alleviate those concerns. Daniel is passionate about helping other people meet their financial goals, have confidence in their financial plans, and achieve the lifestyle they desire. With the support of the GDS team, Daniel works closely with clients to craft personalized financial plans that line up with the financial future of their dreams. He is a strong believer in the importance of establishing trusting, open relationships with clients, and he dedicates the time to truly get to know each individual client and their needs.

When he’s not working, Daniel enjoys spending time with his girlfriend, Karli, and other friends and family. As a Colorado native, one of Daniel’s favorite hobbies is snowboarding. Although he may not get much opportunity for that here in Texas, he also loves golfing and fishing. One of his favorite trips was a fishing trip to Alaska. If you know any other great fishing spots, be sure to let Daniel know!