Daniel Strayer, CRPS®

FINANCIAL CONSULTANT AND FOUNDER

Daniel graduated from Toccoa Falls College in 2005. Daniel started his career in the finance industry in 2011 and enjoys working with individuals and families to develop a comprehensive financial plan. He ensures that comprehensive financial plans are in place to preserve and manage the needs of each client whether for retirement, college, planning for a wedding, or the sale of a business.

In addition to individual planning, Daniel is a Chartered Retirement Plans Specialist® and has a passion for working with corporate retirement plans to ensure not only plan health, but compliance and regulatory standards. Whether getting a plan started, or working with an investment committee for a publicly-traded company, he understands that plan health means different things to different HR and finance professionals.

While not in the office, Daniel enjoys spending time with his wife, Amanda, and two daughters, Darby and Eleanor. He enjoys playing team sports, cycling, hiking in the foothills, and coaching his daughter’s soccer team.

ABOUT LPL FINANCIAL

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

GIVING BACK

The idea of putting others first comes naturally to us, from our clients to our neighbors – it’s the right thing to do. You’ll find us giving back in countless ways, rolling up our sleeves and pitching in to support the organizations that help this community thrive. We invite you to learn more about the educational, civic, social and philanthropic endeavors we support with our time, energy and expertise. If you’d like to be involved, please feel free to contact us to learn more about upcoming events.

FREEDOM HOUSE

Freedom House is a 501(c)(3) organization founded in Greensboro in 2006 with the mission of providing a long-term, addiction-recovery program that rescues, restores, and redeems the lives of women and their children in a Christ-centered, family environment. Through its successful rehabilitation program, Freedom House is able to provide young children who are in danger of losing their mothers to addiction with an opportunity to grow up in a fully restored environment. Freedom House offers a 6-12 month program where women overcome their addictions and reunite with their families.