Dan Beck
LPL Registered Adminsitrative Assistant
Daniel Beck joined Boyer Financial Group as a Registered Administrative Assistant in March 2026. He attended the University of Findlay, where he earned a Bachelor of Science in Finance and Management. Daniel holds many securities licenses and is currently pursuing his CFP® designation, demonstrating his commitment to providing comprehensive, high-quality financial guidance to his clients.
Prior to joining Boyer Financial Group, Daniel served as an Investment Professional with J.P. Morgan Securities LLC, where he assisted clients with brokerage accounts, retirement planning needs, and complex transactions while delivering high-quality service in a fast-paced environment. This experience strengthened his ability to navigate detailed financial situations and provide thoughtful, client-focused strategies.
At BFG, Daniel works closely with individuals and families to develop personalized financial strategies, support investment and retirement planning goals, and deliver attentive, relationship-driven service. He is known for his professionalism, attention to detail, and dedication to helping clients build confidence in their financial futures.
Outside of work, Daniel enjoys staying active at the gym and spending quality time with his fiancée. On fall Sundays, you can often find him cheering on the Cincinnati Bengals, like many fans, hoping this is finally their year.
Phone
614-396-9754
E-mail
dan@boyerfinancialgroup.com