Daniel J Swain
Daniel Swain has served as the Director of Planning for Dallavalle Financial since 2016. He grew up in the Czech Republic in Central Europe and moved back to the United States in 2009. Prior to joining Dallavalle Financial, Daniel worked in retail banking at First Merchants Bank in Fishers, Indiana and then for a time with Edward Jones in Richmond, Virginia where he gained his investment experience. Daniel was awarded his CFP® designation in 2018.
Daniel earned a Bachelor of Arts degree in history from Taylor University in Upland, Indiana. In his spare time, Daniel enjoys travelling, hiking, reading, fishing and participating in team sports. He resides with his wife in Leesburg, Virginia.