EA, LTC, MSPFP, CFP®, AWMA®, CRPC®
Originally going to college with the dream to become a CPA, Daniel decided to take his passion for finance to the next level and got his Master's in Personal Financial Planning, became Certified Financial Planner™ practitioner, and became an IRS Enrolled Agent (EA). Enrolled Agent is the highest designation awarded by the IRS and indicates that the IRS recognizes the individual as an expert in the field of income taxes. He also became a Licensed Tax Consultant (LTC), the highest level of recognition by the Oregon Board of Tax Practitioners. Coming from a family of three generations of Oregon public servants serving as teachers, firefighters and National Guardsmen, the passion became even more clear to seek expertise in financial planning specific to Oregon public employees.
Investments are only one part of our client's financial plan, so to truly offer holistic planning services Daniel became a Certified Financial Planner™ practitioner, which helps us build and preserve wealth in all areas of client's finances. He is also a Chartered Retirement Planning Counselor™ focusing in particular to the needs of retirees and pre-retirees his depth of knowledge and personal experience about Oregon public retirement. Many of our clients also have significant wealth and Daniel earned the designation as an Accredited Wealth Management Advisor™ to guide clients through small business succession, real estate investments, capital markets, and tax integration.