Daniel B Genevick

As a dedicated professional in financial planning and wealth management, I help empower each person I work with to navigate their financial journeys with confidence and peace of mind.

I will work closely with you to understand your unique goals and dreams and tailor a personalized game plan that is both achievable and sustainable.

My approach includes developing strategies for efficient wealth accumulation, maximizing market returns, and ensuring a comfortable and confident retirement while being tax strategic. Most importantly, I prioritize protecting your families and loved ones through comprehensive risk management and insurance solutions.

Along with my team, we will help you live the financial life you dream of.