Daniel specializes in monitoring client accounts, researching, analyzing, and overseeing portfolio design and ongoing portfolio adjustments, and maintaining digital security protocols to keep client's information safe, secure, and private. He works with clients to ensure they have access to the tools Reed Financial Group offers that helps them confidently keep track of their financial lives.
Daniel is an Investment Advisor Representative, making him a fiduciary*, with twelve years of experience serving retirees and soon-to-be retirees. He is a Georgia Tech graduate, where he graduated with honors.
Outside of the office, Daniel enjoys golfing, watching football, Braves baseball, and spending time with friends and family. He lives in Dacula, GA with his wife, April, and their two daughters.
*Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.