Daniel is a recent graduate holding a dual major in Finance and Accounting from Boise
State University. His interest in finance started when he built his first paper
trading portfolio in middle school, something he still does for fun. He is a native
of Mexico, but made the move with his family to the Treasure Valley when he was six
years old. He has called Idaho home ever since.
Dan has been a part of BR Wealth Management since 2015, currently holding the title of Client Associate. He is in charge of setting up new advisory accounts, monitoring current portfolio strategies and meeting third parties to stay on top of product availability and to receive market briefings.
On his free time, Daniel enjoys taking in nature via hiking Idaho’s many trails or jogging alongside the greenbelt. At home, he enjoys cooking, coding and reading, which he does on his limited free time. He is a gastronome and a curator of spirits who loves trying Boise’s newest eateries, food festivals, wineries and breweries. He is, the most interesting man in the world.