It’s hard to believe it’s been half a decade since we first hit “record” to talk shop about markets, financial planning, and the psychology of Money. To celebrate our 5th Anniversary, we’re stepping out from behind the microphones and into the room with the people who made it all possible: You.
Join Ross and Dan for a special live taping of the Check Your Balances podcast! This isn't just another episode; it’s an interactive event dedicated to the community that has grown alongside us.
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Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.
In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.
Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.
