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Daniel Rodriguez

Chief Executive Officer & Partner

Daniel Rodriguez brings a wealth of experience in retirement plan design, administration, and compliance, concentrating on the management of employee benefit plans and the supervision of third-party administration. His proficiency in 401(k), 403(b), and defined benefit plans positions him as a trusted advisor, notably in the healthcare and nonprofit sectors. Daniel offers a range of services, including employee benefit plan management and individual and business tax services, extending his expertise to retirement plan consulting across industries such as physician groups, nonprofits, and the hospitality sector.

Renowned for his dedication to client needs, Daniel provides comprehensive compliance support, maintaining the highest professional standards. His responsive and personalized approach is tailored to meet each client's unique requirements, a key factor in his successful career.

Away from work, Daniel is an enthusiastic supporter of the University of Maryland's football and basketball teams, and the Seattle Mariners. He skillfully balances his professional commitments with a rich personal life, dedicating his time to his wife, four children, and three dogs. His active involvement in his local church highlights his commitment to community service.

Holding a Bachelor of Science in Accounting and Finance and a Master's in Accounting with a specialization in Taxation from Florida State University, Daniel is deeply involved in the accounting community. He is an active member of the AICPA, ASPPA, and FICPA, and has served as the Chair of the Tallahassee chapter of the FICPA.

His professional qualifications are extensive, including certifications as a CPA, Life, Accident, and Health and Variable Contracts Insurance Agent, Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Series 65–Uniform Investment Advisor.

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