5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsDaniel is an agent for life and variable insurance, involved in commercial and residential lending through Simple Property, Inc., and provides estate and tax planning strategies and investments through Estate Planning Team. He also owns Beechwerks Management, a management consulting firm, dedicating a few hours per week, and Simple Wealth LLC, dedicating about a quarter of his time.