Daniel Kroll

“Every decision and outcome has a financial impact on your life. I am dedicated to listening to what you want to achieve and provide comprehensive investment planning strategies designed to help build and protect your wealth.”

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. 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 the CERTIFIED FINANCIAL PLANNER^® certification.

Community and family commitments are very important to me. I serve on the Board of Directors and as an active volunteer for the Easter Seals of Houston and provide assistance and services for veterans and adults with special needs. In honor of my parents, I am a member of the speakers’ bureau for the Alzheimer’s Association in Houston which provides information about the disease, helpful resources and education, and becoming a caregiver.

My other interests include traveling and cooking. I am an avid Texas sports fan and support the Houston Rockets and Texans.


CA Insurance License Number: 4322711. Resident State TX