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, FSM Wealth

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
Vice President, Client Service

Jim Myers
Director, Wealth Management

Jack LaLiberte
Director, Investments

Amber Moran
Manager, Client Accounting

Nick Paterniti
Manager, Wealth Management

Jill Warfel
Manager, Client Service

Karen Ksiezyk
Senior Associate, Client Accounting

Barb Spehar
Senior Associate, Client Service

Charlie Hruby
Associate, Wealth Management

Jacqueline Hollan
Associate, Client Service

Mitchell Knotek
Associate, Wealth Management