Daniel is driven to excel in his position as a Financial Advisor at S. Harris Financial Group. His business background and unique skillset offer great value to S Harris Financial and our clients.
As a Financial Advisor for the S. Harris Financial Group, Daniel executes critical functions in preparing and delivering financial plans and investment reviews. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 66 Securities License, and Insurance License.
Daniel graduated from Texas A&M University with a degree in Environmental Business and completed coursework in financial planning after graduation. After his undergraduate career, Daniel worked in administration and management of a non-profit and business development. The skills and education acquired during that time have prepared him for his role at S. Harris Financial Group.
Daniel was driven to pursue financial planning by a passion for impacting the lives of others. He believes that financial planning can provide a blueprint to help you magnify what you love. He seeks to use his knowledge and experience to better the life and well-being of the people he serves.
Daniel, his wife Ally, and their two children have settled in Stone Oak. Ally is a registered nurse in San Antonio and is the glue of their family. They are excited to soak up all the new adventures in the area.
During his spare time, Daniel enjoys spending time outdoors with the family, reading, and exercise. He has an insatiable thirst for personal growth and continuous education. He knows that growth and education will pay endless dividends for him and the clients he serves.