Daniel Dees Email & Phone Number

As a former educator, I understand the value of surrounding ourselves with a good team. Teaching wasn't just showing up in the classroom, teaching kids, and then going home. It was a lot of collaboration with administration, other teachers, and parents. As I made the career transition to being a full-time financial representative, I still fully believe in surrounding ourselves with a good team. I believe that our futures are molded every day by the personal connections and relationships we form; when we share a common ambition for attaining continuous success and serving others, we truly make an impact. As I began my career, I quickly learned how imperative having a tangible vision is in the process of formulating a strategy for achieving fiscal and personal goals. My team and I strive to provide our clients with the insight, objectives, knowledge, and methods necessary to pinpoint their own visions and propel their futures forward. Our philosophy is to help each client see and execute beyond what they believe is possible. As a financial representative, I apply these same philosophies when meeting with individuals looking to own their own business by partnering our firm. We want to surround ourselves with and work with individuals who have a big vision for their future.Specialties: Leadership | Loyalty | Tax Strategies | Student Loans Strategies | Financial Strategy | Trust Services | Investment Planning | Team Building | Retirement Planning | Building Relationships

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  Southeastern Louisiana University

  Criminal Justice