Daniel serves as a Client Relationship Manager at Cornerstone. He supports complex retirement plan relationships and helps deliver proactive, day-to-day service to plan sponsors.

He began his career in 2018 at a large retirement plan recordkeeper, where he developed a strong interest in ERISA retirement plans. He has held a variety of client-facing and analyst roles supporting plan sponsors, small business owners, and individuals working toward retirement goals. Daniel focuses on building trusted client relationships and aligning service with long-term strategic objectives. His work centers on responsiveness, problem-solving, and helping clients navigate increasingly complex retirement plan needs.

Outside of work, Daniel enjoys cooking with his wife, spending time with his golden retriever puppy, and exploring new hobbies and shows.