Daniel is driven to excel in his position as a Financial Advisor at S. Harris Financial Group. His business background and unique skillset bring value to both the firm and its clients. He approaches each client relationship with professionalism, attention to detail, and a commitment to understanding the priorities that matter most to them.
As a Financial Advisor at S. Harris Financial Group, Daniel executes critical functions in preparing and delivering financial plans and investment reviews. He is a CERTIFIED FINANCIAL PLANNER® professional. He also holds a 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. Early in his career, Daniel gained experience in nonprofit administration and management, and in business development. Daniel pursued financial planning because of a desire to make a difference in the lives of others. He believes financial planning can provide a blueprint to help clients to focus on what they love. He seeks to use his knowledge and experience to support the well-being of the people he serves.
Daniel, his wife Ally, and their two children live in the Stone Oak area. Ally is a registered nurse in San Antonio and the glue that holds their family together. Together, they enjoy spending time as a family and being part of the San Antonio community. During his spare time, Daniel enjoys spending time outdoors with the family, reading, and exercise.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.