Client Advisory

Biography

Daniel is an Associate in the Louisville office, where he works with the Personal Planning Tax team to assist clients with tax planning and preparation.

Prior to joining Cerity Partners, Daniel worked in the thoroughbred industry in a variety of roles. Most recently, he worked as a racing manager servicing clients in a syndicate ownership group. After acquiring his MBA, he decided to shift his career path to tax services.

Outside of work, Daniel enjoys playing basketball, watching sports, and spending time with his dog, Nico.

Education

  • B.S. in Equine Science and Management from the University of Kentucky
  • M.B.A from the University of Kentucky

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