Born and raised in the suburbs of Pittsburgh, Pennsylvania, Daniel found his way to the beautiful Wilmington, NC region after concluding
his military service with the U.S. Army. Daniel left the U.S. Army at the rank of Sergeant, after two consecutive tours of combat in the
Al-Anbar province of Iraq as an Infantry Squad Leader.
Immediately following military service, Daniel earned his securities licenses and started his career as a Financial Advisor in the
Wilmington area with Edward Jones, serving the Leland area. Daniel later found his way to UBS Wealth Management in downtown Pittsburgh
Pennsylvania in 2007, working as a Financial Planner with high-net worth clients, for one of Barron’s 2009 Top 1000 Financial Advisor
teams in the nation. As Daniel explains it “One of the most challenging and intellectually demanding periods of my life was overseeing
roughly $400 million dollars of invested client assets, through arguably what was the most damaging market and economic environment since
the 1920’s.” In early 2009, Daniel and his Family made the decision to return to Wilmington, NC. As fate would have it, Daniel became the
Financial Advisor covering all of the Alliance Credit Union Financial Centers in the Wilmington area in the Spring of 2009.
Daniel attended California University of Pennsylvania and Capella University earning his B.S. in Business Administration and has completed
instruction in the Personal Financial Planning program of Kaplan University. Daniel is currently pursuing an MBA specialized in Finance
through the University of Massachusetts Amherst (Isenberg School of Management), during his downtime.
Daniel, his wife Kathleen and daughter Gabrielle currently reside in the Hampstead, NC area and enjoy all of the outdoor excitement the area has to offer.
Daniel hopes to lend his deep and diverse knowledge of the investment industry to the clients and members of Alliance Credit Union in Wilmington, NC. As Daniel
puts it “I am excited to meet with new and prospective clients, whether existing credit union member or not.” To schedule an appointment or one-time complimentary
consultation call 910.793.2232.
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