Daniel is a Client Service Associate with Heritage Wealth Advisors. He is responsible for assisting the team with servicing client relationships in the areas of financial planning, tax preparation, and estate planning. Prior to joining Heritage, Daniel spent the first few years of his career as a financial advisor with another local firm, working with new and existing clients in the areas of financial planning and investment management.
Daniel attended the University of Lynchburg where he earned his Bachelor of Arts and Master’s in Business Administration degrees. He volunteers his time as an assistant coach for the varsity basketball team at a local high school.