Financial DRC isn’t a big corporation, it’s a movement.
We’re an independent financial firm that helps families protect, grow, and transfer their wealth with confidence.
Because we broker through Transamerica, we’re non-captive, meaning we’re free to work with a range of top-rated financial and insurance companies. This independence allows us to design strategies tailored to you, not tied to any one company or product.
Our mission has always been clear:
💬 “No Family Left Behind.”
We believe financial literacy shouldn’t be reserved for the wealthy. Every household deserves access to lifetime income solutions, tax-advantaged growth strategies, and protection against market volatility, without hidden agendas or confusing jargon.
When you work with Financial DRC, you can expect:

Founder | Licensed Life & Health Producer | U.S. Army Veteran
After serving in the U.S. Army, Daniel saw firsthand how many hardworking families lacked access to trusted financial guidance.
That experience sparked the creation of Financial DRC. A brand dedicated to helping individuals and families build generational wealth, safeguard their futures, and gain control over their money.
Outside of helping clients, Daniel is a proud father and creator of The Wonderful World of Luna, a children’s book series inspired by his daughter Izzy and their Australian Shepherd, Luna. His approach to both family and business is guided by the same values; education, protection, and empowerment.
At Financial DRC, we operate as a non-captive, independent financial agency, which means we’re not limited to any one company’s products or strategies.
While we proudly broker through Transamerica, our independence allows us to partner with over 100 A-rated financial and insurance companies — giving our clients access to some of the most trusted names in the industry.
We work with leading providers such as Nationwide, Fidelity, Athene, Pacific Life, Allianz, Prudential, American Funds, and many more.
This broad network of partnerships allows us to create personalized strategies that fit each client’s unique goals — not one-size-fits-all solutions.