Daniel enjoys serving his clients and helping them attain financial independence. He is President of Client Centered Financial.
Daniel is the youngest of a large Midwest farm family. He served five years in the US Air Force and earned degrees from the Community College of the Air Force, Pierce College and the University of Minnesota. He holds CPA* and Personal Financial Specialist certifications awarded by the American Institute of CPAs. Daniel worked in accounting, finance, analysis and management in several industries before joining Client Centered Financial in 2008.
Daniel is a father and mentor, and an avid outdoors and wilderness enthusiast. He enjoys spending time with his dogs and savoring all aspects of life.
Daniel Streeter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI, in CO, MO, NH and WI, ESI operates as Vermont Equity Services) and is licensed to sell investment products in: Vermont, Minnesota, Indiana, Massachusetts, New York, New Jersey, Pennsylvania, Virginia and Kansas. He is licensed to sell insurance in: Vermont, Indiana, Minnesota, Connecticut, New Hampshire, Arizona, Massachusetts, Missouri, Virginia, Texas and New Jersey. *Tax advice and accounting services are offered independently of Equity Services, Inc.