Daniels & Erickson Financial Advisors, LLC

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC in Dallas, TX, holding a Series 65 designation with 21 years of industry experience. He has been with Daniels & Erickson Financial Advisors since 2002 and concurrently works as an accountant at Daniels & Erickson, P.C., where he focuses on practice management, tax planning, and tax return review. Daniels & Erickson serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management and financial planning with a range of investment strategies, integrating fundamental and technical analysis and leveraging its affiliation with a full-service CPA practice.

David Nelson is a CFP® professional with 22 years of industry experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2002. He also holds a shareholder position as a tax accountant at Daniels & Erickson, P.C., where he manages tax client relationships and oversees tax return preparation. Daniels & Erickson serves individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management and financial planning, employing customized asset allocation and ongoing monitoring, and integrates tax and financial planning through its affiliation with a full-service CPA practice.