Skip to Main Content
Daniel Oliver - Senior Relationship Associate

Daniel Oliver

Senior Relationship Associate 

Daniel serves as a Senior Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. 

Daniel earned his Bachelor of Science degrees in mathematics and economics from the University of Wisconsin – Madison. He is also currently a Level II Chartered Financial Analyst® Candidate.