Witnessing his sister’s battle with a rare brain cancer as a teenager inspired Daniel to dedicate his career to helping healthcare professionals and their families navigate complex financial decisions with clarity and confidence.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: His journey in the financial services sector began uniquely, spending over five years in financial marketing before shifting to a more client-facing role. Daniel focuses on assisting advisors in presenting financial planning analyses to clients and developing long-term financial plans tailored to clients' goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Advertising Management; Minor in Entrepreneurship, Michigan State University
Previous Work Highlights: Previously served as a Financial Planning Specialist at Exchange Capital Management prior to its partnership with Lido in 2025.
