Director Of Retirement Plans
Current
Jan 2019 - Present
AeroLeads people directory · profile
Matthew Daniels Email & Phone Number
Director of Retirement Plans - Helping businesses embrace their retirement plans to create better outcomes!
at
Wilshire Benefits Group
1 work email found
@freedomonefinancial.com
1 phone found area 248
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Retirement Plans - Helping businesses embrace their retirement plans to create better outcomes!
Location
Sterling Heights, Michigan, United States
Company size
Who is Matthew Daniels? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Daniels is listed as Director of Retirement Plans - Helping businesses embrace their retirement plans to create better outcomes! at Wilshire Benefits Group, a company with 21 employees, based in Sterling Heights, Michigan, United States. AeroLeads shows a work email signal at freedomonefinancial.com, phone signal with area code 248, and a matched LinkedIn profile for Matthew Daniels.
Matthew Daniels previously worked as Director of Retirement Plans at Wilshire Benefits Group and Retirement Plan Consultant at The Standard. Matthew Daniels holds Bachelor Of Science Business Administration, Finance from Wayne State University.
Company email context
Email format at Wilshire Benefits Group
This section adds company-level context without repeating Matthew Daniels's masked contact details.
{first_initial}{last}@freedomonefinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matthew Daniels. Compare company email patterns before reaching out.
Profile bio
About Matthew Daniels
We work with small to medium sized businesses and organizations to offer customized retirement plans (401(k), 403(b), 457, DB, NQ) that help employees achieve retirement readiness, while reducing the employers fiduciary risk. My clients appreciate our diligent investment process and our ability to develop and implement strategies that minimize retirement plan costs and maximize outcomes.Services include: 3(21) Fiduciary Support Investment Menu Design, Selection, & Monitoring Plan Design Review & Best Practices Comprehensive Benchmarking (Investment costs/Service Provider) Employee Education including web, group & one on one meetings Plan Success Review Financial Wellness Customized Employee Education Materials On-demand Audit File - includes plan documents, service agreements, investment monitoring reports, etc.
Listed skills include Football, Operations Integration, Consulting, Planning, and 33 others.
Current workplace
Matthew Daniels's current company
Company context helps verify the profile and gives searchers a useful next step.
Wilshire Benefits Group
7 roles
Matthew Daniels work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant
Build and maintain productive and long term working relationships with retirement plan advisors to achieve sales goals; provide ongoing support for plan advisor value propositions and service delivery models; effectively position our flexible service offering to assist advisors in eliminating administrative burdens and fiduciary risks for plan sponsors.
Dec 2016 - Jan 2019
Vice President
LoVasco Consulting Group is an insurance, employee benefits, and retirement planning agency. Individuals, families, and businesses trust our expert guidance to develop sustainable solutions that address today’s needs, as well as the needs of the next generation. Our firm represents the next chapter of a legacy that began in 1956—a legacy that has been.
Jan 2015 - Oct 2016
Benefit And Planning Counselor
Nov 2011 - Jan 2015
Retirement Consultant
Freedom One Financial
Developed presentations and training material for use with internal employees and external clientsMaintain the tracking of all goals for the Retirement Consultant teamParticipate in committees geared toward process improvement and improving the client experienceLead innovative approach to foster a deeper relationship between the Retirement Consultant and.
Jan 2010 - Nov 2011
Financial Advisor
Managed large and diverse client portfolios, using stocks, bonds, mutual funds, alternative investments and insuranceDeveloped financial plans for individuals and businesses, crafting a strategy to help them exceed their goalsImplemented and managed retirement plans for small to medium size businessesStreamlined investment process and portfolio.
May 2007 - Sep 2009
Senior Account Executive
Developed, implemented and participated as a mentor in BNC Mentor Training ProgramParticipated as committee member for sales and operations integration and new product developmentConducted presentations to individual as well as a large audience. Monthly presentations and reports to senior managementInvolved in strategic planning, development and management.
Nov 2002 - May 2007
Team & coworkers
Colleagues at Wilshire Benefits Group
Other employees you can reach at wilshirebenefits.com. View company contacts for 21 employees →
LC
Lisa Chorazyczewski, Rhu
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
DE
Dave Erwin
Colleague at Wilshire Benefits Group
United States, United States
View →
JT
Jill Tocco
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
JC
Jake Cooper
Colleague at Wilshire Benefits Group
United States, United States
View →
AO
Angela Oliver
Colleague at Wilshire Benefits Group
Lake Orion, Michigan, United States, United States
View →
JB
John Barr
Colleague at Wilshire Benefits Group
Detroit Metropolitan Area, United States
View →
BU
Brittni Ummel
Colleague at Wilshire Benefits Group
Oxford, Michigan, United States, United States
View →
AD
Anna Drake
Colleague at Wilshire Benefits Group
Lake Orion, Michigan, United States, United States
View →
SV
Shelley Vogt
Colleague at Wilshire Benefits Group
Rochester, Michigan, United States, United States
View →
HS
Heidi Steinman
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
Lisa Chorazyczewski, Rhu
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
DE
Dave Erwin
Colleague at Wilshire Benefits Group
United States, United States
View →
JT
Jill Tocco
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
JC
Jake Cooper
Colleague at Wilshire Benefits Group
United States, United States
View →
AO
Angela Oliver
Colleague at Wilshire Benefits Group
Lake Orion, Michigan, United States, United States
View →
JB
John Barr
Colleague at Wilshire Benefits Group
Detroit Metropolitan Area, United States
View →
BU
Brittni Ummel
Colleague at Wilshire Benefits Group
Oxford, Michigan, United States, United States
View →
AD
Anna Drake
Colleague at Wilshire Benefits Group
Lake Orion, Michigan, United States, United States
View →
SV
Shelley Vogt
Colleague at Wilshire Benefits Group
Rochester, Michigan, United States, United States
View →
HS
Heidi Steinman
Colleague at Wilshire Benefits Group
Troy, Michigan, United States, United States
View →
2 education records
Matthew Daniels education
Bachelor Of Science Business Administration, Finance
Education record
St. Clement High School
FAQ
Frequently asked questions about Matthew Daniels
Quick answers generated from the profile data available on this page.
What company does Matthew Daniels work for?
Matthew Daniels works for Wilshire Benefits Group.
What is Matthew Daniels's role at Wilshire Benefits Group?
Matthew Daniels is listed as Director of Retirement Plans - Helping businesses embrace their retirement plans to create better outcomes! at Wilshire Benefits Group.
What is Matthew Daniels's email address?
AeroLeads has found 1 work email signal at @freedomonefinancial.com for Matthew Daniels at Wilshire Benefits Group.
What is Matthew Daniels's phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for Matthew Daniels at Wilshire Benefits Group.
Where is Matthew Daniels based?
Matthew Daniels is based in Sterling Heights, Michigan, United States while working with Wilshire Benefits Group.
What companies has Matthew Daniels worked for?
Matthew Daniels has worked for Wilshire Benefits Group, The Standard, Lovasco Consulting Group, Principal Financial Group, and Freedom One Financial.
Who are Matthew Daniels's colleagues at Wilshire Benefits Group?
Matthew Daniels's colleagues at Wilshire Benefits Group include Lisa Chorazyczewski, Rhu, Dave Erwin, Jill Tocco, Jake Cooper, and Angela Oliver.
How can I contact Matthew Daniels?
You can use AeroLeads to view verified contact signals for Matthew Daniels at Wilshire Benefits Group, including work email, phone, and LinkedIn data when available.
What schools did Matthew Daniels attend?
Matthew Daniels holds Bachelor Of Science Business Administration, Finance from Wayne State University.
What skills is Matthew Daniels known for?
Matthew Daniels is listed with skills including Football, Operations Integration, Consulting, Planning, Yahoo, Detroit, Retirement Planning, and Mortgage Brokers.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matthew Daniels you were looking for.
Matthew Daniels
2 email domains
Matthew Daniels
3 email domains
Matthew Daniels
4 email domains
Matthew Daniels
3 email domains