In 2016, Daniel started as a licensed Financial Advisor at Waddell & Reed. In May 2018, he joined Larry Kozik’s practice. In July 2021, Waddell & Reed was purchased by LPL Financial. With that move, Larry and Daniel established Kozik & Clark Financial Group. Then in October 2022, Larry Kozik unexpectedly passed away. Daniel will continue the relationships with the clients Larry was able to develop over his 40 year career as a Financial Advisor. Daniel graduated from Penn State University, The Behrend College, in 2015 with a bachelor’s degree in Finance. He enjoys working with clients to develop a strategy that will help them pursue their financial goals. In his free time, he enjoys hunting, playing volleyball and spending time with his wife and two daughters.