Daniel works hand in hand with senior advisor and founding member Robert Fanucchi to design, maintain, and manage the four model portfolios that drive client success and help achieve long-term financial goals.
As the team’s go-to expert for financial and retirement planning, Daniel leads the creation of Wealth-Path Retirement Plans—comprehensive strategies that clarify each client’s current situation and guide them through a lifetime of financial growth.
Beyond his professional role, Daniel is a devoted husband and proud father of two. He enjoys an active lifestyle, loves traveling, skiing, and spending quality time outdoors with his family.