Advisor Profile

Daniel is an Associate Director, Wealth Management at Choreo, based in the Charlotte, North Carolina office. A CERTIFIED FINANCIAL PLANNER™ professional, he is dedicated to simplifying the complexities of wealth and helping clients make informed decisions that support more fulfilling lives. 

Prior to joining Choreo, Daniel served as an Associate Wealth Advisor at Focus Partners and Individual Financial Consultant at TIAA. In those roles, he delivered structured financial planning tailored to client asset levels, including ongoing plan updates, insurance reviews, needs analyses, estate and beneficiary reviews, retirement and spending strategies, and employer benefit coordination, often in partnership with in-house tax professionals. He also collaborated on the management of multi-generational client relationships, helping retain households through family transitions and contributing to a highly retained, referral-driven book of business. 

Outside of work Daniel enjoys staying active through soccer and golf, most often playing with friends and longtime teammates. When he’s not on the field or the course, he can usually be found watching his favorite sports teams, spending time at the beach, or traveling with his fiancé. Daniel is also a big fan of cinema and is always happy to talk about recent films or shows he’s watched and exchange ideas or perspectives.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®
• Series 7, 66

EDUCATION

• BS, Business Administration, (Magna Cum Laude,) University of North Carolina at Charlotte