I have worked with this team since 2014. My work includes meeting with clients, account maintenance, a broad array of client servicing roles, and investment research. I graduated from the University of Georgia with a BBA in accounting in 2014. While at the university I was part of the Volunteer Income Tax Assistance Program for two years preparing tax returns for international students. I became a licensed Investment Advisor Representative in 2015 and a CERTIFIED FINANCIAL PLANNER™ in 2019.

I enjoy a balanced life playing guitar, working out, playing soccer, watching sports, and spending time with my wife and our families.


Click here for a short video introducing you to Daniel.


Daniel McNabb, CFP®

Financial Advisor

[email protected]