Daniel started his career in investment management and financial planning in April of 2005 as part of the Northwestern Mutual Financial Network, where he ultimately became a Managing Director for eastern Idaho. He graduated Cum Laude with a Bachelor’s degree from Boise State University and has a strong background in risk management, as evidenced by his receipt of the Chartered Life Underwriter® designation. Daniel focuses on providing estate and business succession planning for high-net worth individuals and business owners. One thing he has come to value most is the relationship he has with his clients. Throughout his years in the financial services industry, Daniel realized that people want better information about financial planning to empower them to make better decisions.
Daniel and his wife, Lynlee, live in Meridian, ID with their five children. Outside of work, Daniel’s life is very busy with his kids’ sports activities, dance recitals, and tons of outdoor fun. He also loves to golf, run, and is a big-time foodie.