Financial Planner
Daniel, one of our experienced Financial Planners, graduated from Texas Tech University with a degree in Economics. He has obtained the CERTIFIED FINANCIAL PLANNER™ practitioner 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 that 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 Wealth Management team, Daniel works closely with clients to craft personalized financial plans that align with the financial future of their dreams. He strongly believes 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 wife, 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!
Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this page should be construed as personalized investment advice or a guarantee of performance. For information about GDS’s services, professional designations, and important disclosures, please visit gdswealth.com/disclosures.