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Daniel serves as executive vice president of Business Development, using his firsthand experience as a former financial advisor to relate to prospective recruits, to listen to their day-to-day challenges, and to unlock their critical expectations for a successful broker-dealer and RIA relationship.

Calling upon his 20 years in the industry, he actively identifies, selects, and recruits independent advisory firms to Kestra Financial, looking for those ideal prospects who are seeking a consultative, accessible, world-class partner to help them (and their back office staff) take the next leap forward. Additionally, Daniel supports member firms who are hiring other independent financial advisors to grow the practice. Previously, Daniel served as vice president of Business Development, LPL Financial.