Patrick Daniels Email & Phone Number

My professional journey began with a deep passion for financial planning, rooted in the belief that everyone deserves the best advice tailored to their unique goals and aspirations. With formal training in financial planning, I've always been driven by a desire to help others make informed decisions that secure their financial futures. While personal financial planning remains close to my heart, my career path has taken me in a few different directions, each offering new opportunities to learn and grow.Throughout my career, I’ve developed a diverse skill set that extends beyond financial planning. I’ve become passionate about using these skills to provide exceptional customer service, understanding that the key to success in any field is the ability to listen, adapt, and meet clients’ needs with empathy and expertise.Balancing my time between various passions is something I cherish. In addition to my work in the financial industry, I run a safety and security business focused on educating new firearm owners, helping them become safe and responsible gun owners. This venture allows me to combine my love for teaching with a commitment to community safety.Outside of work, my wife and I share a love for our two long-haired dachshunds, who keep us busy with their boundless energy and playful spirits. We enjoy training them and exploring new places together, always on the lookout for our next adventure.At the core of everything I do is a commitment to integrity, continuous learning, and making a positive impact on the lives of those I work with.

Listed skills include Finance, Financial Planning, and Wealth Management.

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  Ball State University

  Business Administration