Daniel Kroll

Connecting Your Life and Wealth Please visit our team website at: www.krollgrp.com For many of clients, their faith, their family, and their health are the most important things in their lives. We are honored that our team's work influences these things. At every life stage, we work to simplify the complex, and create plans designed to help our clients reach their goals, so children can go to college, people can retire gracefully, and couples can move into their dream homes. We put your interests first and build relationships based on friendship, integrity and trust. With over 10 years of experience as a Financial Advisor, my role is to serve as an advocate for your overall financial success and put a plan in place to meet your specific needs. I believe that every financial decision and outcome has an impact on your life. That’s why I am dedicated to listening to what you want to achieve and providing comprehensive investment planning strategies designed to help build and preserve your wealth. As challenges and opportunities come up, I am here to listen, discuss options and put you in a position to help make the best possible decisions for you and your family. Prior to my career as a Financial Advisor, I spent 27 years at Xerox Corporation in progressively more senior sales, sales management, and product management roles. My educational background includes earning my BS degree in Finance at the University of Cincinnati. I’ve dedicated myself to providing comprehensive financial advice and have completed a series of courses on financial planning at both Rice University and University of Houston in preparation for earning my CERTIFIED FINANCIAL PLANNER® certification.