Dan | Co-Chief Strategist | Oakwell Private Wealth Management

Dan Michel CPA, PSF

Co-Chief Investment Strategist

Dan began his financial career as a CPA. During this chapter, he recognized an area of opportunity to help his clients even further: “I saw many instances of advisors not putting their clients first, and I knew, instinctively, that I had to do something.”

On his journey to find the best way to support his clients, Dan discovered the fiduciary advisory role and learned that a licensed fiduciary is responsible for acting entirely on behalf of the other party and their best interests. He became licensed as soon as possible to uphold this standard of highest care in the financial industry. He also obtained the Personal Financial Specialist (PFS) designation governed by the AICPA to add to his CPA credentials.

With the core purpose of bringing together a dedicated team of professionals who each had a particular area of expertise, Dan became one of the Founding Partners of Oakwell Private Wealth Management. At the end of 2021, he transitioned into the role of Investment Strategist to lend his expertise and knowledge to Oakwell’s Investment Committee.

While Oakwell clients typically interact with their primary advisor, their advisor works with the whole team to leverage the industry knowledge each person brings to the team. Dan and the Oakwell team are dedicated to growing strong relationships with clients to better understand what drives them both personally and financially.