Daniel Gomez*

Daniel Gomez*

Associate

Phone: (801) 424-0020
Fax: (801) 424-0030
E-mail:


Daniel Gomez is well qualified to serve his clients as a financial and insurance professional.

His combined twenty-two years experience with Fortune 500 corporations (and twenty-one with his wife, a CPA) have helped Daniel to hone interests and skills which have proven invaluable during his years in the financial services industry.

Daniel has a diverse group of clients, all of whom benefit from his uniquely consultative approach to help meeting their needs.  As a full-service professional advisor for businesses and individuals alike, he is skilled at orchestrating the most effective use of a broad range of resources and services.

To further ensure that his clients enjoy complete, sensible and useful plans, Daniel enhances his professional skills and knowledge through continuing education.  He has certified, through the Life Underwriters Training Council, as a specialist in the areas of Personal Estate and Retirement Planning as well as Business Insurance Planning.

A father of three young children, Daniel also volunteers time for issues relative to quality of life.  He assists with fundraising for the National McGruff House Network, a child and community safety initiative.  In addition, he serves as a board member for the local chapter of the National Association of Insurance and Financial Advisors.