MANAGING PARTNER & OPERATIONS OFFICER

Raised in the Upstate of South Carolina and graduated from Clemson University with a B.S. in Business Management and a minor in Financial Management. He began his career in the Private Client Group at Wells Fargo Advisors before leaving in 2018 to launch Woodmark Advisors. His passion for client-first financial planning ultimately led to co-founding Fiduciary Organization (FIDO), where he now oversees operations and helps shape the firm’s mission of transparent, fee-only advice.

As a CERTIFIED FINANCIAL PLANNER™, Daniel has spent nearly a decade building financial plans and managing portfolios. His strength lies in making complex financial topics simple and approachable

Daniel enjoys time with his wife Kayla, cheering on Clemson football, and being outdoors with their two dogs, Ary and Ren.

MANAGING PARTNER & COMPLIANCE OFFICER

A Greenville, South Carolina native, Graham graduated from Clemson University with a bachelor's degree in Packaging Science. He spent much of his career in consulting roles across various industries, helping organizations solve problems and improve operations. As a co-founder of Fiduciary Organization (FIDO), Graham brings that same strategic mindset to the firm’s mission of delivering transparent, client-first, fee-only financial advice.

In addition to leading compliance, Graham plays an integral role in shaping FIDO’s direction and supporting its commitment to independence, integrity, and client service.

Graham is married to his wife, Stephanie, and they have two daughters.

ADVISOR SUPPORT SPECIALIST

Raised in Charleston, South Carolina, Kristen attended Clemson University and graduated in 2018 with a degree in International Business Management and Travel and Tourism. After beginning her career in internal sales for several large software companies, she worked in the tech industry through 2023 before transitioning into client services for financial planning organizations, where she discovered a passion for helping clients navigate their long-term goals.

At FIDO, Kristen serves as Advisor Support Specialist, ensuring that every advisor on the platform has the resources, guidance, and operational support needed to serve their clients effectively.

Outside of work, Kristen enjoys traveling, tackling home projects, and spending time with her husband, Jordan, their four-month-old, Palmer, and their golden retriever, George.