Daniel currently serves as Senior Vice President for the Financial Services division at OneDigital. Daniel works with retirement plan sponsors from various industries, including For-Profit, Not-For-Profit, and public entities, to develop strategic plans to meet the needs of their employees.
Daniel began his career at Morgan Stanley Smith Barney in 2001, where he specialized in retirement plans—specifically, Defined Contribution and Defined Benefit plans. He joined WRBA in 2013 and served as Senior Vice President of Wintrust Retirement Benefits Advisors. Dan has been recognized by PLANSPONSOR as a top retirement plan sponsor for 2025. The 2025PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list published in March of 2025, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2024.*
Daniel graduated from Elmhurst University with a degree in Finance and has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University and the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies, and Certified Behavioral Finance Analyst through Allianz Investments and Professor Shlomo Benartzi of the Anderson School of Management at UCLA. Dan holds FINRA Series 7, 63, and 65 Licenses, as well as Life and Health Insurance Licenses. Dan is also currently a board member with The Folds of Honor Tennessee.
*PLANADVISER 2025 list recognized 249 advisers. This recognition is based solely on quantitative figures, there is no judging or subjective measurement. No compensation was provided to obtain or promote the award. This award is not an indication of future performance or client experience.
