Daniel E. Jackson CFP®

Associate Relationship Manager

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.

Read Dan's blogs here


Dan works on a team with Dwayne, Liz and Denise