Daniel oversees operations and service support for our clients. In this capacity, he works with our account custodians to establish new accounts, coordinate account transfers, and maintain current account records for the firm's clients. He also assists the advisors in the analysis and implementation of financial plans and investment strategies. As a Registered Assistant and Supervision Delegate, he holds his Series 7, 66, and 24 securities registrations.
Daniel graduated from The University of Texas at Austin with a Bachelor of Arts in economics. Prior to joining Petra Benefits in 2015, Daniel was an intern and administrative assistant at Integrated Financial Planning Center in Austin, TX. Daniel's interests include spending time with family, and serving in young adult ministry, and watching college sports.