Daniels’ passion for assisting high net worth clients find financial peace of mind is undeniable. His experience in the financial industry, accreditations, and thirst for continued learning is a testament to his passion that began quickly after graduating with his Bachelor of Arts in Finance and minor in Economics from the University of Oregon.
Daniels found his first job out of college at Washington Mutual Bank (acquired by JP Morgan Chase) working as a branch manager. He made the transition to private client services when he moved to JP Morgan Chase – working as a private client banker for high-net worth clients. The natural transition to wealth management came when he moved to Morgan Stanley’s wealth management department as a financial advisor. Before coming to Coldstream, Daniels worked within private client services at Oppenheimer Private Wealth Management.
Daniels is fluent in English and Russian, and has his FINRA Series 6, 7, 63, 66, Life, Health, Disability licenses in Washington. He is currently a CFP Candidate (CFFP) and looks forward to gaining his Certified Financial Planner credentials to further his work with Coldstream clients.
THE MOST TREASURED THING I OWN
I do not own anything tangible that I treasure, yet the greatest treasure I have are the relationships with my family and friends. Especially with my wife and my children. There is nothing I treasure more than the time I get to spend with them.
ONE PIECE OF ADVICE
“The longer I live, the more I realize the impact of attitude on life. Attitude, to me, is more important than facts. It is more important than the past, the education, the money, than circumstances, than failure, than successes, than what other people think or say or do. It is more important than appearance, giftedness or skill. It will make or break a company… a church… a home. The remarkable thing is we have a choice everyday regarding the attitude we will embrace for that day. We cannot change our past… we cannot change the fact that people will act in a certain way. We cannot change the inevitable. The only thing we can do is play on the one string we have, and that is our attitude. I am convinced that life is 10% what happens to me and 90% of how I react to it. And so it is with you… we are in charge of our Attitudes.” – Charles R. Swindoll
During his free time, I love spending time with family and friends. My wife and I are enjoying raising three young children in the PNW. We like spending time outdoors and making family memories along the way.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.