Daniel is one of the founding partners of CFS and is responsible for working with some of the firm’s largest relationships, leading the strategic plan and management of CFS and heading the firm’s Investment Committee Board. He has been recognized for his trust and industry excellence with numerous awards including the Detroit Five Star Wealth Manager Award for highest overall satisfaction and service in 2014, 2016, 2017 and 2019-2021 as well as the 2020 Detroit 40 Under 40 Wealth Managers in Fortune magazine. Additionally, Daniel is consistently trusted for his market and professional insight by publications including the Wall Street Journal, Kiplinger’s, FORBES.com, TheStreet.com, Financial Advisor Magazine, US News & World Report, USA Today, Yahoo Finance, and more.
Daniel’s approach has been carefully crafted from his previous experience as an attorney to spend the time to thoroughly understand his client’s specific needs, resulting from their unique circumstances, and develop a customized road map to accomplish critical goals. This process ensures that individuals, families, corporations and institutions can be confident that a trusted partner is working for their best interest via concise communication and Daniel’s fiduciary duty, so that they can focus on their own busy lives and careers.
Daniel has made it a focal point of his practice, and the firm’s mission, to put client needs first and provide the highest level of service, expertise and professionalism. He believes that the strength of the firm is its ability to provide a holistic collection of financial services through a team of professionals including Wealth Advisors, Attorneys, CPA’s and Investment Bankers.
Daniel is a graduate of the University of Michigan-Ann Arbor and received his Law Degree from the University of Detroit-Mercy School of Law. Daniel is currently admitted to the State Bar of Michigan to practice law. Additionally, he also holds his Series 7, Series 66 Licenses through CoreCap Investments, LLC, a registered broker-dealer and CoreCap Advisors, LLC, a registered investment advisor and his Life, Accident and Health Insurance Licenses. He formally sat on the board of Leaders for Kids, a non-profit advisory board to the Children’s Hospital of Michigan Foundation, and the board of Global Ties Detroit and is a member of the Independent Excellence Group, a think tank of select financial professionals. Daniel is a native of Rochester Hills, Michigan and currently lives in Royal Oak. In his spare time, he enjoys traveling, golf, biking, boating and sporting events.
*Daniel, as a Financial Professional, does not offer any legal services or advice.
The ETF's goal is to provide current income, consistent with capital preservation and daily liquidity and invests in short duration securities, primarily U.S. denominated, that are investment grade.17 April 2019