In addition to being a retirement insurance consumer advocate, Daniel serves on and as a consultant to school and community foundation boards helping them raise funds and choose which projects to fund. Prior to starting his career, he served as a small business advisor overseas in the Peace Corps after attending The Eli Broad College of Business at Michigan State University.
Daniel is a second-generation wholesaler who has taken on the challenge of continuing to properly and effectively distribute insurance products to financial services professionals who deem them the best fit for their clients as his father has since 1978. He is insurance-licensed in all 50 states, experienced in considering all industry and state regulators’ rules prior to making an insurance recommendation. Daniel’s high standard of care and good standing across the insurance industry is why we have him on board as a POM Planning Board Member.