Daniel E. Jackson CFP®
Daniel E. Jackson, CFP® joined the firm in 2017. He specializes in retirement, education, and life insurance planning. Dan believes strongly in the importance of truth, building lasting relationships, and creating a strong sense of community. He embraces these values and how they relate to the client-planner relationship.
Prior to joining the firm, Dan was an insurance agent with New York Life.
Dan received a Bachelor of Science in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University in 2014. He joined the firm in 2017. Dan holds the series 65 license and earned his PLANNER™ designation in September 2019.
Dan grew up in Leesburg, VA and attended Loudoun County High School. In his free time Dan enjoys playing golf and cheering on his Clemson Tigers.