George D. McDaniel, CFP CEO, CCO, Founder

George D. McDaniel, CFP
CEO, CCO, Founder

 Robert G. McDaniel President, COO, Owner

Robert G. McDaniel
President, COO, Owner

 Michael Verity, CFA V.P., CIO, Owner

Michael Verity, CFA
V.P., CIO, Owner

 Dr. Danae McDaniel Marketing Director

Dr. Danae McDaniel
Marketing Director

 Will Hernandez, CFA, CFP Senior Analyst, Trader

Will Hernandez, CFA, CFP
Senior Analyst, Trader

 Dustin Burns, CPA, CFP Tax Specialist

Dustin Burns, CPA, CFP
Tax Specialist

 Jayce Lowe Wealth Manager

Jayce Lowe
Wealth Manager

 Loni White Marketing Associate

Loni White
Marketing Associate

 Jennie Andrade Office Manager, Notary Public

Jennie Andrade
Office Manager, Notary Public

 Marilyn Lawrence Tax Assistant

Marilyn Lawrence
Tax Assistant

 Muey Herman Office Admin., Notary Public

Muey Herman
Office Admin., Notary Public

 Stacy Saephanh Office Admin., Notary Public

Stacy Saephanh
Office Admin., Notary Public