Daniel LaGore , AIF®

Bio

Daniel is a Vice President and Private Wealth Advisor at Procyon, where he blends strategic financial insight with a disciplined, client-first approach. His work reflects Procyon’s commitment to delivering advice rooted in integrity and long-term perspective.

Daniel began his financial career in 2004, gaining extensive experience in wealth management, financial analysis, and portfolio construction. Prior to joining Procyon, he served as a Private Wealth Advisor with OLV Investment Group. He holds a Finance degree from Central Michigan University and follows the belief that “investing is a marathon, not a sprint,” emphasizing patience and discipline in guiding clients toward their goals.

At Procyon, Daniel partners with individuals and families to build customized strategies that reflect their unique priorities. He values transparency, trust, and long-term relationships that help clients move forward with confidence.

Daniel and his wife, Megan, live in Michigan with their three children. In his free time, he enjoys swimming, golfing, playing tennis, and spending time outdoors with his family and their dog.