Kevin Daniel
Financial Advisor
Kevin graduated from the University of Central Arkansas in 1997 with a degree in Business Management, with an emphasis in Finance. He began his career in 1998 providing life insurance to seniors, where he quickly learned that exceptional client service is the foundation of a successful and trustworthy practice.
As his work with retirees grew, Kevin discovered that helping people prepare for and navigate retirement wasn’t just a career—it was his life’s passion. Over time, his practice expanded beyond insurance to include comprehensive financial planning and investment management. In 2011, Kevin earned his Series 65 securities license and opened his own Registered Investment Advisory firm, allowing him to more fully support clients in building and managing long-term financial security.
Today, Kevin helps individuals and families build secure futures through thoughtful asset management, investment strategies, and retirement planning. His experience spans insurance, Medicare options, long-term care planning, annuities, and income planning—giving clients a well-rounded perspective as they prepare for retirement and beyond.
Kevin also leads Retirement Workshops designed to educate and empower attendees with clear, up-to-date information on Social Security planning, Medicare, long-term care options, estate planning, income strategies, and investment principles grounded in Nobel Prize-winning research. His practical, client-first approach helps people make confident financial decisions, even in uncertain economic times.