Meet Your Host
Daniel Meier, AWMA
Managing Wealth Advisor
Phone: (602) 732-4745
Email: dmeier@at-pw.com
In his decade of experience in the financial services industry, Daniel has learned what it takes to find success and achieve unique goals. The answer is hard work and focus. He also believes in a collaborative approach, not just within a team of financial professionals, but with all of his clients as he uncovers their objectives and desires. Once he has a thorough understanding of a client’s destination, he can design a plan to be used as a road map to navigate toward that endpoint.
Born and raised in Madison, Wisconsin, Daniel considers himself a cheesehead, but he attended the University of Minnesota where he pursued a triple major in corporate finance, investment finance and entrepreneurial studies. He also rowed crew for four years, eventually qualifying his boat in the top 24 universities in the nation. After graduation, Dan became a financial advisor and quickly ascended in the industry, going on to instruct advisors and become a planning specialist. Now, his entrepreneurial spirit has led him to his latest endeavor as a wealth advisor and business owner. With his own firm, he believes he can finally offer the service his clients so richly deserve with no limitations or constraints.
Daniel enjoys spending his free time with his wife and three children. He always dreamed of becoming a husband and a father, and he now gets to live that dream each day. Together, the Meier family loves to travel, visit the lake, entertain friends and family, and cook. Daniel also continues to row every week in his pursuit of betterment physically and mentally, giving him the opportunity to be a more well-rounded person, family member and advisor.
“I live for my family, and in this business, clients are family. I aim to provide the same service I’d provide to my loved ones, and I offer care directed primarily toward their needs. At the end of the day, I want to be able to say that I brought not just value to their lives, but also a plan to make their dreams a reality.”