Broker Check




C: (315) 416-1860

My passion for advising people comes from a deep desire to help improve lives and in order to open up pathways for my clients to create an amazing future. I enjoy building relationships and learning about people’s passions. As a financial professional my aim is to aid each person I encounter so they can become more successful. There is nothing more gratifying than seeing those I work with hit their goals. People are at the epicenter of why I am in this industry and I look forward to doing all I can so they can have a choice filled life.

Before becoming a financial professional, I worked as a teacher in the inner city for eight years. I then moved to the business world help grow a local start up custom apparel business.  Through both of these ventures I have learned the importance of focused effort and the value of sound financial practices. Educating impoverished youth and then leading the charge in the business world by building systems, constructing a robust sales engine, and finding ways to better serve customers, the financial realm continued to surface.  Education is the key. Having a passion for finance I have taught independent classes on money, lead seminars, and even published a book entitled“Winning With Money: Dollars & $ense to help people in this area.

In addition to getting my certifications in financial services, I have a Masters degree in teaching which has allowed me to better articulate and break down some of the complex methods in the financial world.  Helping my clients apply knowledge and make choices by breaking down complex concepts so that they are easier to digest has been impactful.  My ultimate goal is to empower my clients so they can achieve financial security and the freedom they deserve.

I am proud to be a part of the winning team at Thoroughbred Advisors. The leadership here is tremendous and the client first approach is something that I feel each person we work with will enjoy as our team works with them to create a truly customizable financial game plan.

Outside of work, I enjoy spending time with my family, reading and writing books and playing sports. I also like to travel and to do global missions.

Our Process
Our History
Our Values

Schedule an Appointment With Daniel

Thank you!