Daniel is a 2024 graduate from Western Kentucky University. He graduated with a Bachelor of Science in Finance with dual concentrations in Personal Financial Planning and Business Finance as well as a certificate in Applied Data Analytics. He discovered a love of financial planning a few years ago and has been dedicated to learning as much as possible to be the best future planner he can be.
Daniel serves as a Client Service Associate which is a critical client support role. He is looking forward to serving APC’s clients in such an important capacity and becoming a CERTIFIED FINANCIAL PLANNER™ professional in the future. Daniel believes that this certification is the ultimate sign that a planner is not only qualified to best serve but also dedicated to the best interests of his clients.
Prior to joining APC, Daniel spent much of his time studying, playing sports with friends, and working out. He also enjoys volunteering with his church, watching movies, walking and petting his two dogs, cooking, reading, and drinking coffee. Looking forward, Daniel believes that he has joined an incredible company with very special clients, and he is excited to work with others at APC who share many of the same values.
“Live so that when your children think of fairness, caring, and integrity, they think of you.”
–H. Jackson Brown, Jr.