Daniel joined Cornerstone Capital Advisors in April of 2012 as a member of our Portfolio Administration team, and over the past several years he has worked closely with clients as a Financial Planning Analyst. Now, as a Lead Advisor and Financial Planning Analyst, Dan assists clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning.
Daniel graduated Magna Cum Laude from Walsh University in 2012 with Bachelor of Arts degrees in Accounting and Finance. He was elected the Outstanding Senior in Finance at Walsh University. Dan was also a member of the Walsh University Track and Field team, where he was a National Qualifier. Dan earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and the ACCREDITED INVESTMENT FIDUCIARY™ in 2017.
Daniel resides in North Canton with his wife, Destanie and their eight children. He volunteers coaching his oldest daughter and local children in Track and Field.