Daniel Naylor, CFP®

Business Development Officer

Daniel Naylor is a graduate of Carnegie Mellon University. Dan has fifteen years of experience in the industry, wearing many valuable hats across his tenure.

Daniel is responsible for building and deepening relationships with financial advisors, the clients they care for, and the channels they work with in. He has extensive experience working in the Special Needs Trust arena and is enthusiastic towards solving highly complex family dynamics and challenging financial situations.

Areas of Focus

• Advisor Friendly Trusts
• Settlement Preservation Trusts
• Special Needs Trusts
• Wealth Structuring