Daniel is a financial advisor with GDS Wealth Management and graduated from Texas Tech University with a degree in economics. He holds the CERTIFIED FINANCIAL PLANNER professional designation and has worked in the wealth management industry for several years.
Daniel recognizes the financial planning process does not come easily to everyone. He understands that a lack of holistic wealth management can create financial stress, uncertainty, and unexpected surprises. He works with clients to help address these concerns through comprehensive planning up front, helping them clarify their goals and make informed decisions with confidence. Daniel focuses on helping clients pursue their financial goals through efficient tax planning, estate and legacy considerations, and coordinated strategies that align with their broader financial picture.
With the support of the GDS Wealth Management team, he values open communication and believes that building strong working relationships is an important part of the planning process. Daniel takes time to understand each client’s individual needs, circumstances, and long-term priorities.
When he’s not working, Daniel enjoys spending time with his wife, Karli, their son, Cooper, and other friends and family. As a Colorado native, one of Daniel’s favorite hobbies is snowboarding. Although he may not get many opportunities 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.