Daniel joined McShane Partners Wealth & Investment Advisory as a Wealth Associate in April 2019. In his role as a Wealth Associate, he assists the Wealth Advisory Team with all aspects of the financial planning process, as well as managing ongoing client activities. In addition to client services, Daniel is responsible for implementing and maintaining new planning technology for the firm.
Daniel is a native of Fort Mill, South Carolina and is a graduate of Winthrop University, where he earned a Bachelor of Science degree in Business Administration with concentrations in Financial Planning and Accounting. Daniel is an active member of the Financial Planning Association of Charlotte and is currently pursuing his CFP® designation. In his spare time, he enjoys being outdoors as well as spending time with his family, friends, and pets.