About
With over a decade of experience, Daniel has honed his skills in comprehensive financial planning and wealth management. Daniel has the privilege of working with high-net worth families to help develop and execute on a successful plan that aligns with their financial goals and personal ambitions. In his personal life Daniel enjoys spending time with his two boys, Henry and Philip, hiking, reading, and rooting for the Cleveland sports teams.
Education
Cleveland State University
Business Administration
Dave Lightner
Founder
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management