Daniel Hostetler

Daniel Hostetler Email and Phone Number

Advisor and Partner @ Hostetler Financial LLC
Bethesda, MD, US
Daniel Hostetler's Location
Bethesda, Maryland, United States, United States
Daniel Hostetler's Contact Details

Daniel Hostetler work email

Daniel Hostetler personal email

Daniel Hostetler phone numbers

About Daniel Hostetler

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.

Daniel Hostetler's Current Company Details
Hostetler Financial LLC

Hostetler Financial Llc

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Advisor and Partner
Bethesda, MD, US
Daniel Hostetler Work Experience Details
  • Hostetler Financial Llc
    Advisor And Partner
    Hostetler Financial Llc
    Bethesda, Md, Us
  • Hostetler Financial Llc
    Advisor & Partner
    Hostetler Financial Llc Dec 2021 - Present
    Clarksville, Maryland, Us
    At 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.
  • Gallagher
    Area Vice-President - Health & Welfare
    Gallagher Nov 2020 - Dec 2021
    Rolling Meadows, Il, Us
    Gallagher, 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.
  • First National Insurance Agency
    Vice President Employee Benefits
    First 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.
  • Arkin Youngentob Associates, Llc
    Senior Benefits Consultant
    Arkin Youngentob Associates, Llc Jul 2014 - Oct 2017
    Bethesda, Maryland, Us
    Consultant for clients at Arkin Youngentob Associates, LLC. Assist clients with benefit administration, strategic planning, and funding strategies to drive both financial and cultural results.
  • Bb&T
    Market Leader Vp // Business Advisor
    Bb&T Dec 2012 - Jul 2014
    Charlotte, Nc, Us
    Direct 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.
  • Major League Lacrosse
    Chesapeake Bayhawks
    Major League Lacrosse Jan 2011 - Jul 2014
    Us
  • Automatic Data Processing
    District Manager
    Automatic Data Processing Dec 2010 - Dec 2012
    Roseland, New Jersey, Us
    Provided 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.
  • Booz Allen Hamilton
    Analyst
    Booz Allen Hamilton Apr 2010 - Sep 2010
    Mclean, Va, Us
    Provided 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
  • Ascend One Corporation
    Financial Analyst
    Ascend One Corporation Jan 2008 - Sep 2008
    Us

Daniel Hostetler Skills

Leadership Management Business Development Finance Sales Employee Benefits Strategic Planning Management Consulting Strategy Risk Management Executive Management Health Care Reform Insurance Customer Service Credit Analysis Loans Direct Sales

Daniel Hostetler Education Details

  • Georgetown University Mcdonough School Of Business
    Georgetown University Mcdonough School Of Business
    Management And Operations
  • River Hill High School
    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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