Daniel was raised in the Upstate of South Carolina, attending Riverside High School and then Clemson University. He studied Business Management earning a Bachelor of Science with a minor in Financial Management. After graduating in 2014, Daniel began working in the financial advisor business with the Private Client Group of Wells Fargo Advisors. In 2018, He left Wells Fargo to pursue the mission of creating his own firm, Woodmark Advisors.

Daniel is a CERTIFIED FINANCIAL PLANNER™ as well as the Lead Advisor & Portfolio Manager at Woodmark Advisors. He has been building financial plans and managing investment portfolios with his clients for almost a decade. Daniel has the unique ability to relate with people and can make a convoluted world, such as investing, easier to understand.

Daniel’s personal life is all about friends and family. He and his wife Kayla met in Clemson and are football season ticket holders. Daniel loves spending time outdoors, whether it be boating, golfing, hunting or spending time with his two dogs, Ary & Ren. They are members of Grace Church and enjoy supporting those in their community.

Our Primary Purpose

At Woodmark Advisors, we believe that financial planning should be accessible to everyone, regardless of their financial situation. That's why we proudly offer our services with no asset minimums. This inclusive approach ensures that everyone has the opportunity to benefit from professional financial advice, tailored to their unique circumstances. We offer a wide range of financial planning and wealth management services designed to meet the diverse needs of our clients. Whether you are planning for retirement, managing your investments, looking to optimize your estate, or seeking tax planning strategies, we have the expertise to guide you every step of the way. Our personalized approach ensures that every plan we create is tailored to your specific needs and objectives.

Our Commitment to You
As a certified financial planner, we bring years of expertise and a deep understanding of the financial landscape to every client relationship. Our firm is committed to ongoing education and staying abreast of the latest financial trends and strategies to provide you with the best possible advice and service.

Fee-Only Fiduciary
One of the core principles that sets Woodmark Advisors apart is our fee-only fiduciary model. This means that we are dedicated to acting in your best interests at all times. Unlike commission-based advisors, we do not receive any compensation from third parties for recommending specific products or services. Our only source of income is the fees we charge for our services, ensuring that our advice is unbiased and solely focused on helping you achieve your financial goals.

Why Woodmark Advisors?

At Woodmark Advisors, we understand that every client is unique. We take the time to listen to your concerns, understand your goals, and develop a customized financial plan that aligns with your vision for the future. Our commitment to transparency, integrity, and client-focused service makes us a trusted partner in your financial journey.

We invite you to discover the difference that a dedicated, fee-only fiduciary financial advisor can make in your life. Contact us today to learn more about how we can help you achieve your financial dreams.

Let us be your guide on the path to financial success. At Woodmark Advisors, your financial well-being is our top priority.