BURT McDaniel

MEET BURT MCDANIEL

Retirement Paraplanner

Along with owning several local businesses in the Asheville area, Burt has experience teaching entrepreneurial and team-building skills as a business consultant and life coach. He has a passion for helping people, and for several years has had the privilege of sharing his expertise on annual mission trips to Honduras.

Burt is enthusiastic about assisting individuals to prepare for their future and considers financial planning a key component for success. He enjoys being part of a team that works hard to help clients reach their financial goals and dreams. Burt’s analytical skills are essential to the team as we structure the very best strategy for each client’s unique needs.

He relishes adventure in his free time and is energized by novel experiences, whether discovering a new road for a motorcycle ride or planning a trip to a faraway locale. Burt also finds pleasure in the ordinary, spending time camping, playing golf, gardening, and attending church with his family.