With over a decade of experience as a business owner and leader in the hospitality industry, Daniel brings a unique ability to foster lasting relationships built on trust, respect, and a deep understanding of individual needs. Now, as a dedicated advisor, he specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.

In this role, Daniel partners with entrepreneurs and family-owned businesses to create tailored financial strategies that protect their legacies and optimize wealth. His approach emphasizes trust, collaboration, and a deep understanding of each client’s unique goals, ensuring long-term success for their families and businesses.

His expertise spans strategic planning, business development, and operational management. His leadership style focuses on aligning people, processes, and goals to achieve measurable outcomes, whether in financial advising or broader operational contexts.

Core areas of expertise include:

• Estate planning to reduce or eliminate capital gains taxes and provide liquidity.

• Risk mitigation to ensure businesses thrive despite challenges.

• Aligning corporate structures with long-term goals in collaboration with professional advisors.

Outside of his professional pursuits, Daniel is an avid swimmer and runner, passionate home cook, and dedicated family man who continually seeks new opportunities to grow and contribute to the success of others.

Through his expertise and genuine care for clients, Daniel helps entrepreneurs and families achieve financial clarity, security, and prosperity.

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