Daniyal Ahmed, CFP®
Senior Wealth Advisor
Daniyal works with a broad range of individuals and families, business owners, and high-net-worth individuals, helping clients navigate investment management, risk management and insurance, and tax-efficient planning.
He takes a collaborative and proactive approach to planning, built on thoughtful planning and personalized financial guidance.
Daniyal earned a B.S. in Finance from the University of Iowa. His educational background supports a thoughtful and personalized approach to helping clients navigate important financial decisions.
Serving clients throughout the Chicago area and in and around Indianapolis, IN.