Daniel E. Jackson

Associate Planner

Daniel E. Jackson received a Bachelor of Science in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University in 2014. Dan holds the series 65 license and plans to obtain the CERTIFIED FINANCIAL PLANNERTM designation in the next year. He joined the firm in 2017. He specializes in retirement, education, and life insurance planning.

Prior to joining the firm, Dan was an insurance agent with New York Life.

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.

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.