Before joining Avantis Investors®, Daniel served as a regional wealth management specialist at American Century Investments®. In this role, he was responsible for driving business growth while managing and developing client relations in the Mid-Atlantic region.

Daniel earned a bachelor’s degree in business administration with an emphasis in finance and a minor in economics from the University of Missouri Trulaske College of Business. He also holds Series 7 and 63 licenses and CIMA® credentials.