Daniel Trumbower, CFP®​

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹

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Work Experience ​

• Joined MAI in 2024, bringing 23 years of industry experience
• Previously served as Senior Wealth Advisor for Halpern Financial, Inc.
• Provides comprehensive wealth planning and investment management to individuals, families, executives, and business owners
• Experience in equity/options/fixed income trading, portfolio development, and investment selection
• Designs and manages executive compensation strategies for executives at privately held and publicly traded companies
• Specializes in tax-efficient diversification of concentrated stock positions​

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Life Outside of MAI ​

• Resides in Frederick County, MD with his wife and two children
• Serves on the Finance Committee at Mount Airy Christian Academy
• Avid golfer who enjoys fishing and woodworking in his spare time​

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Education​

• Coastal Carolina University, BSBA Finance​

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¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.