As a director of client advisory, Daniel works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

Prior to joining Crestone, Daniel was a summer associate at Goldman Sachs within the investment management division. Before his role at Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor & DownRiver Equipment. 

Daniel received his Master of Business Administration in finance from the University of Colorado Boulder and his Bachelor of Science in economics from the University of Denver. He has been a proud Colorado resident since 2007.

What do you love most about being part of Crestone?
The people! Everyone at the firm is highly talented and dedicated to providing the best service and experience for our clients.
What is a personal achievement you are proud of?
In the winter of 2018, I completed the Grand Traverse; a 40 mile ski mountaineering race from Crested Butte to Aspen with over 6,800 feet in vertical gain.
What do you enjoy most about wealth management?
I love being at the intersection of the investment markets and the community. This cross section provides a unique insight into the macro economy and micro community. On top of that, I really enjoy meeting new people, forming lasting relationships, and having the opportunity to make a lasting impact on people’s lives.