Daniel Paschke advises families and businesses who seek straightforward strategies regarding asset protection, tax mitigation, wealth management/income distribution and estate planning. Together, they develop a holistic life plan designed to manage the decision-making processes to help minimize tax inefficiencies and maximize investment opportunities among all asset classes.
Mr. Paschke was introduced to the financial services industry while interning at Lighthouse Financial in Rogers, Arkansas, at 20 years of age. Since then, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with success and significance.
Daniel has a diverse clientele ranging from the blue-collar worker to the most discerning business owners. He is frequently asked to provide content & perspective regarding wealth management and tax planning to various industry and civic organizations. He is an active member of the Southlake Chamber of Commerce and is heavily involved in the Carroll ISD school district, volunteering his time to educate CISD staff on financial planning tools and strategies.
Daniel met his wife, Krista, in Fort Worth in 2016. She is an Estate Planning attorney in Dallas, and they are both long-time members of Gateway Church. Daniel grew up playing football and running track in Southlake, where his family are still members of the community. In his spare time, he enjoys playing golf, throwing barbeques and going on hunting trips.
EDUCATION
The University of Arkansas – Bachelor of Science – Business Management
Series 7 - General Securities Representative Registration
Series 65 - Uniform Investment Advisor Registration
Series 63 - Uniform Securities Agent State Law Registration
Group 1 Insurance License - Life, Accident, Health and HMO
INDUSTRY & CIVIC ORGANIZATIONS
Charter Member and Treasurer of SHIFT (Young Professionals Networking Group)
Qualifying Member – Million Dollar Round Table (MDRT)
Member – Southlake Chamber of Commerce
Member - “We Care”, Carroll Independent School District
Member - Partner in Education, Northwest Independent School District
PROFESSIONAL ACCOMPLISHMENTS
Retirement Benefits Specialist/Tax-Sheltered Plans
Member of The Elite Advisor Group*
Member - Experienced Sales Force, Equitable Advisors
Paradigm Wealth Management is not a registered investment advisor and is not owner or operated by Equitable Advisors or Equitable Network.
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.