|
Our Principals have over 45 years of combined experience in the areas of tax advice and preparation, financial planning, investment management and business consulting. Each client is served by our team of professionals.
GREGORY S. SLOAN, CFP®
PRESIDENT AND CHIEF INVESTMENT OFFICER
Greg Sloan is the firm's Registered Investment Advisor Principal and founding member. He also serves as the firm's Chief Investment Officer. Prior to launching The Daniel Financial Group, LLC, Greg held the position of Vice President with The Ayco Company, L.P., a wholly owned subsidiary of Goldman, Sachs & Co. Greg launched DFG in order to provide a select group of individual clients and families a uniquely objective and personalized wealth management and investment advisory solution. During his eight years with Ayco, Greg advised over 100 corporate executives and high net worth families in all areas of their personal financial decision making. His advice includes focus on income tax planning and preparation, estate design and implementation coordination, investment and retirement plan asset management, cash flow analyses and retirement income strategies, insurance and risk management analyses, employee benefit decisions, stock option planning/optimization and small business consulting. At the time of his departure from Ayco, his client’s net worth’s exceeded $250 million, including approximately $100 million of managed investment assets. Greg’s clients include current and past CEOs and senior level executives of both public and private corporations. Greg has a BBA degree in Finance and an MBA in Finance from Georgia State University. He is a Certified Financial Planner™ practitioner, licensed through the Certified Financial Planner Board of Standards, Inc. He resides in Atlanta, GA with his wife and three children.
SENIOR WEALTH ADVISOR
Roger joined The Daniel Financial Group, LLC, after a twelve year career with the Ayco Company, L.P., a wholly owned subsidiary of Goldman Sachs & Co. Roger's entire career has been in client service. He was Vice President, Financial Counseling in the Atlanta office of Ayco following tours of service in New Jersey and Albany, N.Y. Roger has helped numerous high net worth families and individuals pursue and achieve fiscal fitness. His comprehensive financial counsel integrates income tax planning and preparation, estate planning, investment management, retirement planning, employee benefit decisions and insurance advice. Roger has expertise working with senior executives including CEOs of public and private corporations covering all aspects of executive compensation. He has a B.S. degree in accounting and an MBA in finance from the college of St. Rose in Albany, N.Y. Roger is fluent in French, Spanish and Ouolof. Roger remains a soccer enthusiast and played competitively at the college level (division II). He resides in Atlanta, GA with his wife and two children.
JOSEPH W. ODOM, JR., CPA
TAX COUNSEL
Joe Odom is the firm’s Director of Tax Services as well as a Senior Wealth Advisor to Individual and Family Office clients. Joe began his career as a Revenue Agent with the Internal Revenue Service. During his ten years of government employment, Joe assisted in tax audits and special projects involving the motion picture industry in addition to commodities and government securities related prosecutions. Prior to leaving the IRS, Joe managed up to 16 revenue agents and served as a Large Case Coordinator assisting IRS trial attorneys with case preparation for tax litigation. Joe has over twenty years of experience in litigation support serving, among others, the law firm of Chamberlain, Hrdlicka, White, Williams & Martin with tax controversy, corporate, commodity, government securities litigation and client representation involving difficult federal and state income tax audits. Joe also prepares complex tax returns for the firms’ clients and partners. His clients include individuals, private corporations, investment partnerships, estates and trusts. He is an accounting investigator and also serves as an expert witness in large tax cases. Joe graduated from Georgia State University with a BBA in Accounting. He is a certified public accountant and licensed to practice in Georgia and Texas. He resides in Atlanta, GA with his wife and has five children.
|