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Daniel Johnson

Wealth Consultant/Vice-President

The Wealth Conservatory

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.

I specialize in working with clients who are: High earners, not rich yet; Retired baby boomers or soon-to-be retirees who want to stay ahead of the game; BAE Systems professionals; Physicians & engineers; Tech-savvy mid-career professionals. I offer financial planning, investment management, and one time plans all at a flat rate. I do not have an asset minimum to be able to work together.

Bob works with widowed and divorced women, closely held business owners and pre and post retirees. His services are tailored to the specific family situation where Bob's role is to provide education leading to the clients ability to make their own decisons.

Nate helps a select group of individuals, families, business owners and institutions build, manage, transition, and preserve their wealth. Employing a comprehensive approach, he focuses on serving his clients' needs in the four cornerstones of wealth: Investments; Liability Management; Risk Manageme... One thing I want my clients to know about me is... we help successful people navigate the financial markets thru investing, retirement, philanthropic giving, and then leaving a legacy.

Hi, I am Chris June, partner at Sweeney Financial Management (SFM), where we are celebrating our 25th anniversary this year! website: www.sfmllc.net phone: (603)625-8400 email: cjune@sfmllc.net I spend my time helping people of all ages and income levels to grow their net worth, plan fo...