Daniel brings a deep knowledge of tax and financial services with a keen eye for the details. He previously worked with clients of a major CPA firm for 15 years, prepping and organizing for the upcoming tax year. Daniel has expertise in the process of onboarding clients, maintaining and updating important client information, and handles many of the service needs of the clients day to day. He has worked with Baird Walker Wealth Strategy group since 2018 and has proven to be a key team member of the team. He enjoys walking in beautiful Santa Barbara, working out and staying healthy, following his son, daughter, and grandson as they compete in martial arts, and reading.