Daniel Hostetler Email and Phone Number
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With over a decade of experience in financial services, I’ve discovered my true passion is connecting with and helping people. Helping individuals, families, and business owners prepare for the lifestyle they’ve dreamed about. As part business owner, husband, and father, I understand the complexities of planning for the unexpected; preserving what has been built, with a focus on prospering in the future. It’s my goal to help my clients navigate these same paths, protect those whom they love dearly, and develop a rewarding succession plan for the company/family they’ve invested their lives in building.To me, financial advising goes beyond checks and balances, numbers and values. Taking the time to truly connect with and understand my clients allows me to reveal the real emotions behind their financial decisions. Only then can I develop a strategy that encompasses both financial considerations as well as the values hidden beneath.My Personal Mission Statement: To serve as a Leader, grow in Knowledge, live a Balanced Life, and act on Ethical Principals while impacting the lives of others...--------------------------------------------------------------------------------Associate of Lion Street Advisory (LSA), and investment advisor registered with the SEC. LSA and Hostetler Financial LLC are independent and not affiliated.
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Advisor And PartnerHostetler Financial LlcBethesda, Md, Us -
Advisor & PartnerHostetler Financial Llc Dec 2021 - PresentClarksville, Maryland, UsAt Hostetler Financial LLC, our goal is to provide comprehensive financial guidance to individuals, families, and business owners to live the lives they want. Our role is to ask the right questions, to dig a little deeper, to clarify the real issues while effectively helping and stewarding financial decisions over long periods of time.With a focus on holistic and comprehensive financial planning, we explore risk management solutions designed to protect and preserve wealth. We bring governance, order, organization, coordination and project management to the individual, family and the family enterprise. -
Area Vice-President - Health & WelfareGallagher Nov 2020 - Dec 2021Rolling Meadows, Il, UsGallagher, one of the world's largest insurance brokerage and risk management services firms, provides a full range of retail and wholesale property/casualty brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting and actuarial services. -
Vice President Employee BenefitsFirst National Insurance Agency Oct 2017 - Oct 2020"2019 Advisor of the Year Nominee""2018 Advisor of the Year Nominee""2017 Rising Advisor of the Year" Vice President of Employee benefits for corporate and nonprofit employee benefit clients at First National Insurance Agency LLC. Responsible for agency expansion through organic growth and acquisition initiatives. Developed agency strategic processes and operational efficiencies. Directly responsible for on-boarding of acquisition management while streamlining one congruent voice across all local offices. -
Senior Benefits ConsultantArkin Youngentob Associates, Llc Jul 2014 - Oct 2017Bethesda, Maryland, UsConsultant for clients at Arkin Youngentob Associates, LLC. Assist clients with benefit administration, strategic planning, and funding strategies to drive both financial and cultural results. -
Market Leader Vp // Business AdvisorBb&T Dec 2012 - Jul 2014Charlotte, Nc, UsDirect sales and business development, driving profitability and growth while managing a team to consistently outperform the industry. Responsible for multi-million dollar book of business with emphasis on financial consulting, cross-selling, and services. Collaborate with business partners to accurately and effectively cater to my clients financial concerns. Consult with clients pertaining to investment and asset management. -
Chesapeake BayhawksMajor League Lacrosse Jan 2011 - Jul 2014Us -
District ManagerAutomatic Data Processing Dec 2010 - Dec 2012Roseland, New Jersey, UsProvided consultation services assisting small businesses with employee retention, cash flow, and risk management. Responsible for servicing small and large corporations through active continuous contact. Coordinated and led weekly meetings with BB&T, Bank of America, SunTrust, and Citi Bank. Actively engaged in prospecting and acquiring new prospects. Directly involved in the education and ongoing support for ADP's large corporate clientele with a focus on training and development. -
AnalystBooz Allen Hamilton Apr 2010 - Sep 2010Mclean, Va, UsProvided senior management with a monthly profitability analysis for a $70 million government contract. Tracked invoiced amounts for a large contract and provided analysis to senior managementCreated management reports that compared projected expenditures against actual expenditures Gained an understanding of the financial management of a large government contract -
Financial AnalystAscend One Corporation Jan 2008 - Sep 2008Us
Daniel Hostetler Skills
Daniel Hostetler Education Details
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Georgetown University Mcdonough School Of BusinessManagement And Operations -
River Hill High School
Frequently Asked Questions about Daniel Hostetler
What company does Daniel Hostetler work for?
Daniel Hostetler works for Hostetler Financial Llc
What is Daniel Hostetler's role at the current company?
Daniel Hostetler's current role is Advisor and Partner.
What is Daniel Hostetler's email address?
Daniel Hostetler's email address is dh****@****ail.com
What is Daniel Hostetler's direct phone number?
Daniel Hostetler's direct phone number is +130195*****
What schools did Daniel Hostetler attend?
Daniel Hostetler attended Georgetown University Mcdonough School Of Business, River Hill High School.
What are some of Daniel Hostetler's interests?
Daniel Hostetler has interest in Health.
What skills is Daniel Hostetler known for?
Daniel Hostetler has skills like Leadership, Management, Business Development, Finance, Sales, Employee Benefits, Strategic Planning, Management Consulting, Strategy, Risk Management, Executive Management, Health Care Reform.
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