Daniel was raised in the Upstate of South Carolina, attending Riverside High School and then Clemson University. He studied Business Management earning a Bachelor of Science with a minor in Financial Management. After graduating in 2014, Daniel began working in the financial advisor business with the Private Client Group of Wells Fargo Advisors. In 2018, He left Wells Fargo to pursue the mission of creating his own firm, Woodmark Advisors.
Daniel is a CERTIFIED FINANCIAL PLANNER™ as well as the Lead Advisor & Portfolio Manager at Woodmark Advisors. He has been building financial plans and managing investment portfolios with his clients for almost a decade. Daniel has the unique ability to relate with people and can make a convoluted world, such as investing, easier to understand.
Daniel’s personal life is all about friends and family. He and his wife Kayla met in Clemson and are football season ticket holders. Daniel loves spending time outdoors, whether it be boating, golfing, hunting or spending time with his two dogs, Ary & Ren. They are members of Grace Church and enjoy supporting those in their community.
Designations, Certifications and Affiliations
- CPA – Certified Public Accountant
- CFP® – CERTIFIED FINANCIAL PLANNER™
- FIDO – Member of Fiduciary Organization, LLC (FIDO)
- NAPFA – Registered Financial Advisor
Our Services Include
- Retirement Planning
- 401(K) & Retirement Plan Rollover
- Employee Benefits
- Business Planning
- Estate Planning
- Trust Services
- Family Planning
- Traditional & Roth IRA’s, Joint Accounts
Who We Serve
- Retirees
- Business Owners
- Trusts & Estates
- Families & Individuals
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