Daniel helps us maintain the high level of service we provide to our clients by providing support for our team’s client accounts, schedules, and prepares documents for client meetings. He provides timely answers to our clients’ questions and makes sure their needs are always his greatest priority.
Daniel joined our team in July of 2024. He earned a bachelor’s degree in business administration with a concentration in finance and a minor in leadership studies from Christopher Newport University, Joseph W. Luter, III School of Business.
Originally from Lancaster, Virginia, he currently resides in Richmond. In his free time, Daniel enjoys watching sports, a round of golf, and traveling to new destinations.