Daniel Goott, CFP®, CIMA®

My father, John. Growing up, I didn’t really know what he did for a living but always admired and looked up to him. As a young adult, I recognized the good in what he does and wanted to emulate that for myself. After college, I came home, and for the first time, I told him I wanted to work with him. He was both surprised and elated. We agreed I should paddle my own canoe for a few years and make sure I liked the industry and I could learn a bit in the outside world. Four years later, I joined forces with John and the rest is history.

I care about people and am a giver. I am always looking to help people both at work and in my personal life. I am so blessed to have the life I do, and want to give back and help others as much as I can.

I coach my kids’ sports teams. Teaching athletes new concepts and dealing with their parents both on and off the field has provided me with a new level of patience as well as an appreciation for teaching others with different learning styles.

My best day would be meeting with clients all day. I love the interaction with people and helping people achieve their financial goals.