Winston-Salem, NC • 1-800-472-1844 • daniel@wealthconservatory.com
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.
Daniel holds an Accounting Degree from the University of North Carolina at Asheville and an MBA with a concentration in Finance from East Carolina University. Daniel is a CFP® professional and has also been actively involved in NAPFA (National Association of Personal Financial Advisors) for many years, serving as the chair of NAPFA Genesis, is a past member of the South Region Board, and currently serves on the Leadership Development Committee.
Daniel, his wife Sarah, and their three boys love living in Winston-Salem. Working on their rental and Airbnb properties is one of their favorite hobbies! They are members of Redeemer Presbyterian Church. Daniel is currently the board chair of the Winston-Salem Fellows program and is also on the board of advisors at the William G. White YMCA.
29 School Street
Lebanon, NH 03766
50 Cemetery St #100,
Winston-Salem, NC 27101
18097 Harvest Court
Plymouth, CA 95669
2300 First St, Ste 336,
Livermore, CA 94550
