DANIEL ROOKER

ADVISOR, CFP®

 

EDUCATION

  • Bachelor of Arts, Physics, Kenyon College

 

COMMUNITY

  • Volunteer, Rebuilding Exchange

 

MY FINANCIAL SERVICES CAREER BEGAN IN 2011

After just a few short months of working in financial services, I realized that I wanted to build a career on the financial planning side of the industry, where the relationship focus is with individuals and families. Since then, through advisor positions with firms in Cleveland and Chicago, I’ve been privileged to be a part of the financial decisions in the lives of hundreds of families.
What I enjoy most about my role is that I am able to build trust with clients by learning about the things in their lives that matter. With this knowledge, I can help them realize their goals at different points in their lives. When I have helped a client navigate through a tough situation or reach a planned objective, I feel I have done my job as their trusted advisor.

 

MY PRIVATE VISTA

My Private Vista includes traveling to a new place each year with loved ones. I want to build a memorabilia of travel experiences. I also enjoy giving back to the community around me and spend time volunteering at Rebuilding Exchange, where I am a teaching assistant for woodworking classes. Lastly, competitive swimming has been an integral part of my life since I was young and continues to be a small but important part of my life today. I still continue to share that passion and love for the sport in and out of the pool.