Daniel joined Summitry in 2022 as a Financial Advisor. He provides advisory and planning support to the firm’s advisors to create comprehensive financial plans for our clients. Daniel is a certified financial planner ™ professional.
Prior to joining Summitry, Daniel worked as a Financial Planner at a firm in San Ramon, CA. While there, he created comprehensive financial plans for clients, co-managed investment plans for foundations, and worked with ERISA retirement plans in the Bay Area.
Daniel is originally from South Bend, Indiana and moved to the Bay Area in 2010. He lived on the Peninsula for 11 years before moving to San Ramon in 2021 with his wife and daughter. He loves basketball, cooking, going on adventures, and spending time with family.