Daniels joined Integrity Financial Corporation in September 2017, bringing with him more than 13 years of experience, including as a Vice President in the Financial Services industry, working for large financial corporations. Born in the USSR during the collapse of the Soviet empire, he founded an international trading business at an early age of 17 and quickly learned that life is about setting the right priorities and building proper relationships. Being a business owner in the past also helps him understand the challenges business owners go through and to deliver appropriate, value-added advice.
He provides sophisticated counsel to a select clientele of families, executives, entrepreneurs, and institutions. His role is to help guide client families as they encounter lifestyle and legacy issues in their wealth management and financial planning.
When Daniels and his wife Elizabeth are not hiking and traveling, he enjoys playing Racquetball and spending time with their children. His philanthropic involvement is to volunteer his professional training and experience to a local nonprofit organization to help them stay financially competent and compliant with all applicable federal and state laws.