Born and raised in the San Francisco Bay Area, Daniel graduated from San Francisco State University with a bachelor’s degree in Economics in 2008. He then spent a decade in retail management before switching things up and joining the SRP team in July of 2019. He brings his personable skills to SRP in an effort to ensure our clients are provided with world class service.
When he has time, Daniel loves traveling the world and experiencing different foods, drinks, and cultures. He currently resides in San Carlos, California with his partner and son.
Bay Area Team3>

Shelly Peterson
Manager, Client Services

Zachary Nelson
Plan Consultant

Todd White
Managing Director, Northern California

Steve Faggiolly
Managing Director, Northern California