John Daniels, CPA
Licensed Certified Public Accountant
John graduated from Drake University with a BS in Economics. He worked for the Pillsbury Company and Holmquist Elevator Co in Omaha, Nebraska. He then worked as a commodity specialist for EF Hutton on the Chicago Board of Trade for three years. He then obtained a MS in Economics from Iowa State University and became a licensed CPA in the state of Arizona in 2010 and from the state of Florida in 2023.
Hedging strategies developed early in his career have been the foundation of his investment philosophy ever since. Since 2010 John has assisted clients with tax preparation, planning and compliance. In 2017 he developed and rolled out to clients his basic investment strategies designed for investors, the Option Protected Growth Portfolio and the Option Protected Income Portfolio. Both of these strategies involve using options to both protect the core holdings and to enhance investment income.
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