About Daniel
Daniel has over a decade of financial services experience working with families and their finances. He started as a loan officer at State Employees’ Credit Union in NC. After that, he spent seven years with Parsec Financial (now Modera), a fee-only wealth management firm based in Asheville. There he worked with over 100 families as a Lead Financial Advisor. In 2017, he relocated from Asheville to Winston-Salem, NC with his family to lead the opening of a new office With a desire for more independence, he started Refocus Financial in 2021. Then in 2024, Daniel joined the Wealth Conservatory team. He loves assisting individuals and families who need a trusted financial planner. Daniel is passionate about helping people understand their finances and make wise choices in investing their savings and enjoying retirement.
Areas of focus
Credentials & background
Designations
Education
University of North Carolina at Asheville Bachelors of Science in Accounting Obtained on: May 01 2008
Clients served
Regulatory
The firm
The Wealth Conservatory has been providing fee-only fiduciary wealth counsel to families across the country since 1995. We were among the early wealth and investment experts nationally to provide true fee-only services devoid of conflicting commissions and sales incentives – working directly and exclusively for our client members. Next year we will celebrate thirty years of service to our communities; and we would like to see this service made available to even more families and individuals.
29 School Street, Lebanon, NH 03766$138M assets under management