MEET OUR ADVISOR TEAM

DANIEL MCMAHON

What do you enjoy most about wealth management?
There are so many different aspects to wealth management and I have the privilege of helping my clients with all of them - financial planning, asset allocation, retirement, and risk management.
What is the biggest challenge?
Working with families and businesses to understand volatility and the emotional aspect of money.
What professional accomplishments are you most proud of?
Creating an income strategy for my grandmother to fill the retirement gap during her later retirement years.
What qualities of yours make you best suited to do what you do?
I would say that my listening skills and work ethic are my best qualities. The reason I got into this business was to fulfill my passion for helping others.
How should people think about their wealth?
I tell my clients that they should consider wealth as a means and not an end.  Everyone has some degree of wealth and therefore we need to be stewards of it.
What do you love to do outside of work?
Anything outdoors and active.  I enjoy playing and watching sports, going to the beach with friends, and finding new ways to challenge myself in the gym.
What is the most influential book you’ve read?
"The Game of Numbers" by Nick Murray and "Business Model Generation" by Alexander Osterwalder and Yves Pigneur. They both inspired my entrepreneurial spirit and helped shape my business.
What personal accomplishments are you most proud of?
I was the first one from my family to graduate college having to work full time and pay my own way.
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Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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