Over the years, Daniel has had the opportunity to teach thousands of young physicians how to live financially healthy lives. Whether you’re a residency or fellowship program, physician employer or conference organizer, we’d love to see how we can work together for your next event.

A little bit more about Daniel

Daniel has been speaking to physicians on personal finance topics for over 10 years and has conducted over 50 workshops to a wide range of audiences. Daniel and his team always strive to provide several things in every workshop…


Pure Education

Daniel’s presentations are strictly designed to be 100% unbiased educational content. His goal is to empower audiences by providing them the information and tools necessary to take action.


Great Experience

Every audience wants an engaging speaker that will leave them better off than they were before. Daniel uses stories, pictures and humor alongside pure education to deliver great experiences to his audience.

Speaking Topics

Daniel speaks on a variety of topics all tailored to physician audiences including basic personal finance, managing student loans, wealth building, money and career burnout, signing your first employment contract and many more. He is able to present workshops and keynotes for audiences of all sizes.

Have an idea for a presentation you would like to see? Please feel free to contact our team to see how we can make it work!


“Daniel did an outstanding job of breaking down the different options of student loan repayment and how individual factors will influence which option is the best choice.”

John Stewart, M.D.,

Program Director, Internal Medicine & Pediatrics Residency, , University of Kentucky

“Daniel is a frequent speaker at our annual National Conferences, presenting to groups of 100+ professionals. Daniel’s mix of humor, data driven education, and knack for leaving attendees with tangible takeaways makes him one of our most popular speakers.”

Alan Moore, MS, CFP®,

Co-Founder of XY Planning Network, CEO of AdvicePay

What’s Next

Thanks for considering Daniel for your event. You can take the next step by clicking the button below to fill out our brief form. We’ll get back with you soon, and see how we may be able to partner together.

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