Meet Daniel Wrenne, CFP®
Chief Executive Officer, Owner
Education: B.S., Finance, University of Florida
Daniel Wrenne Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- Retirement/financial independence planning
I get excited about working with people who are:
Business owners and busy mid-career physicians who are balancing family and work. As a business owner, I appreciate the challenges this phase of life presents and the importance of delegation when it comes to keeping everything on track and reaching your financial goals.
When not at work, you’ll find me:
Most of my spare time involves wrestling my boys — Noah, Henry, and Andrew —coaching soccer, and spending time with my wife, Alison. It should also be noted I have a pretty serious hot sauce obsession. Above all, I value my faith in Christ and my family.
