Daniel has over a decade of experience working on retirement plan design to best fit the needs and goals of his clients. He specializes in employee benefit plans and third-party administration for 401(k) plans, 403(b) plans, and defined benefit plans. Daniel enjoys providing compliance and best practice support for each and every client in industries such as healthcare, nonprofits, and more. In addition to his work at CRI, Daniel is an Adjunct Professor at Flagler College, helping to develop the next generation of CPAs.
Daniel is a member of the American Institute of Certified Public Accountants (AICPA), the American Society of Pension Professionals and Actuaries (ASPPA), and the Florida Institute of Certified Public Accountants (FICPA) where he was previously the Chair of the Tallahassee chapter.
Certified Public Accountant (CPA)
General Securities Representative-Series 7
Investment Advisor Representative - Series 65
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
Xero Certified Advisor
Florida State University, Bachelor’s
Florida State University, Master’s
2633 Centennial Blvd Ste 200 Tallahassee, FL 32308