Daniel Timothy Schmaltz, Cfp® Cka® Bfa™ Email & Phone Number

Scottsdale, Arizona, United States

Greater Phoenix Area

Financial sales management professional with broad experience in planning, recruiting, hiring and talent development. Dedicated to supporting current team of successful financial representatives and growing our team in order to help families and small businesses be wise with money and live generously. Specialties: Recruiting, selection and development of financial representatives. Geographic focus: Phoenix East Valley, Southern ArizonaThrivent is an incredible organization. Our members are joined in a movement of being wise with money, living generously and changing lives. We provide financial guidance that connects faith and finances. We see money as a tool, not a goal. We serve more than 2 million members who share a common bond. Thrivent is A.M. Best rated A++ (2018). We offer a full suite of financial products and services. We will pay $312 million in dividends to members with qualifying life products in 2016. Thrivent partners with members to strengthen their communities with over 10 million volunteer hours donated in 2015. Our members have directed nearly $225 million Thrivent Choice dollars to nonprofit organizations since 2010. We partner with tens of thousands of local activities to raise funds to help others each year.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Ratings reflect Thrivent’s overall strength and claims-paying ability but do not apply to the performance of investment products.CA Insurance ID #0120663AR Insurance ID #411317

Series 7 & 66 Licensed, Life & Health Insurance Licensed- Consultant to primarily middle market, family-owned and controlled companies throughout the U.S. on a variety of consulting projects. - Develop “keep or sell” decision-making, ownership succession, multi-generational planning, family meetings, family wealth governance, and estate planning strategies. - Integrate family dynamics with the many technical issues in succession and estate planning and acts as the conceptual architect with its clients and their advisors. - Translate goals, objectives, and vision and mission statements into an actual plan for business succession, estate planning or family wealth governance.

Series 7 & 66 Licensed, Life & Health Insurance Licensed - Managed Estate Planning, Risk Management and Investment Advisory Consulting Firm.- Supported Senior Registered Representative and Insurance Producer increasing sales an average of 20% each year. - Responsible for Senior Sales Support, Client Service, Managing Company Financials, Staff Management, Operations, Compliance and Marketing/Prospecting.