Since 2007
Daniel is responsible for developing, executing, and monitoring our clientele’s personalized financial plans and investment strategies.
Daniel brings more than 20 years of practical experience as a trader, financial advisor, and money manager at both large and mid-sized financial services companies to GreenUp Wealth Management. In addition, he holds a CFP® designation and is also a CFA® charterholder.
Daniel grew up in Cincinnati, Ohio and now resides in South Lyon, Michigan with his wife, Katie, and daughters, Lily, Penelope, and Heidi. While not in the office, he is an avid Cincinnati Reds / baseball fan and a soccer weekend warrior. Daniel and his family take every chance they can to enjoy Michigan’s numerous outdoor activities.
Education
Graduated from Centre College
Bachelor of Science
Certifications
The College for Financial Planning
CFP® Certification
CFA Institute
Chartered Financial Analyst