Daniel's focus as a Retirement Plan Consultant is to improve retirement outcomes for employees and provide effective plan solutions for employers. He aims to provide creative solutions for the complexities involved in sponsoring qualified retirement plans. Daniel delivers results with his experience in plan design, investment due diligence, fiduciary governance, and participant education.
Beyond achieving results, Daniel is energized by the deep and meaningful relationships he has with the individuals and organizations he works with.
Daniel enjoys staying active in the community and is currently a member of the Cleveland Leadership Center's OnBoard Program.