What I Stand For:
I care deeply about helping people move forward with purpose, even when life does not go according to plan. Illness, loss, relationship challenges, personal trials, and unexpected setbacks can change how we think about the future. Through those seasons, I believe we can still choose how we respond, what we value, and how we care for the people around us.
My experiences have also taught me that money can be a meaningful tool when used wisely and with intention. I enjoy supporting individuals and families through the financial planning process, helping them think through decisions that reflect their values, strengthen important relationships, and support the people and causes they care about.
Outside of Work, You’ll Find Me:
Spending time with family and friends is one of my greatest joys. Building meaningful relationships has always been deeply rewarding to me, and I believe each person has unique strengths and talents that can be used to serve others well.
I also recharge by spending time outdoors. Whether it’s camping, fishing, archery, mountain biking, woodworking, or gardening, I enjoy almost any opportunity to be outside.
Favorite Quote:
“Never let a problem to be solved become more important than a person to be loved.” Thomas S. Monson
Education and Certifications:
Bachelor of Science in Biomedical Science with a minor in Business Management, Brigham Young University-Idaho
Series 65 License
Completion of a CFP® Board Registered Program
In the Community:
I am actively involved in my church and enjoy serving people from all walks of life. I value opportunities to learn from others and welcome conversations with people of different backgrounds and beliefs.
Through community outreach efforts, I regularly visit with individuals and families to offer support and build connections. I also participate in visits to a local assisted living community, where groups of young adults gather to sing for residents.
During my time at BYU-Idaho, I enjoyed volunteering through service projects such as making blankets for those in need, delivering meals to elderly residents, and helping organize activities for students and community members.
Leadership Experience:
Daniel served as Vice President of the Wealth Management Society and as Finance Academy Manager at BYU-Idaho, where he helped organize educational and professional development opportunities for fellow students.