Daniel Shahmoradian
Wealth Management Advisor|CFP®, ChFC®
Empowering high-income professionals with customized wealth management and efficient tax strategies
Meet My Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Francesca Salcedo-Edwards
Director of Investments
A previous Financial Advisor, Fran uses her expertise to specialize in investments on Daniel's team, including crafting overall investment strategy, advising, new account set-up, servicing, asset movement, and more. She is passionate about helping families design their ideal future, and show clients their legacy can be unmatched.
Originally from the UK, Fran now lives in Temecula with her wife, Jocelyn, and their two tiny dogs, Frida and Benito. Outside of the office, she enjoys playing soccer, darts, and pool, and going on road trips.
Brooke Gleason
Director of Client Relations and Marketing
Brooke has been with Daniel's team since 2023 and is dedicated to fostering strong relationships with all clients. She has her Life and Health license and is passionate about personalized communication and attentive follow-up, ensuring that clients are well-informed about the comprehensive planning services offered. Brooke excels at developing innovative strategies to reach potential clients and takes pride in contributing to a culture of growth and collaboration within the team.
Originally from Oceanside, CA, Brooke attended the University of California San Diego. When she's not working, you can find her running, painting, or playing with her dogs. She also loves spending time with family and enjoys the occasional getaway to explore new places.
Laura Dreier
Director of Insurance Services and Operations
As the Director of Insurance Services and Operations, Laura specializes in coordinating the insurance and underwriting process, and regularly communicating with clients to ensure a seamless insurance experience. She has been with Daniel's team since 2022 and enjoys working with an organization that truly helps the trajectory of people's lives, all while fostering a supportive environment for opportunity and growth.
Originally from Los Angeles but considering San Diego her hometown, Laura attended Loyola Marymount University. Outside of work, she enjoys exploring San Diego County, skiing in the local mountains, traveling with family, and diving into a great book. Laura is also licensed by the California Department of Insurance for Life and Health.
Meet My Strategic Partners
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Zach Burton
Private Wealth Advisor
For over 10 years now, I have been helping clients create long lasting, comprehensive financial plans. Working closely with business owners and physicians in the past, I have developed the resources needed to manage wealth and help to mitigate risk and saving tax efficiently. My team and I strive to create long lasting relationships with our clients while we navigate your financial security together.
David J. Miller
CFP®, CLU®
Wealth Management Advisor
People often come to us in times of transition. Whether they're hitting their stride in their profession, starting a family, approaching retirement, or just at a time in their life when they want to partner with someone to develop their financial plan, my team and I are here to help. We help our clients sleep at night by making sure they have attractive options at every stage in life.
Zack Ziegler
Field Director
Born and raised in San Diego, CA. My wife and I live in Rancho Bernardo with our son, Joseph, and lab mix, Bailey. Our team runs a generational Financial Planning practice that specializes in navigating my clients through some of the biggest phases in their financial journey to help alleviate the anxieties of financial stress. If you would like to learn more let's connect!
