Daniel L. Due, CFP®
Senior Wealth Manager
Danny joined Budros, Ruhlin & Roe, Inc. in 1998. He holds Bachelor of Science and Bachelor of Arts degrees from Berea College in Berea, Kentucky, is a Certified Financial PlannerTM certificant, and has over 18 years of experience in the financial services industry.
Danny’s expertise lies in complex personal financial planning issues including cash flow/retirement, insurance, income and estate taxes and portfolio management principles, and leads a planning team in the delivery of these services to clients. He also serves on the firm’s Quality Assurance Team, coordinating operations and process-related projects among the data management, administration, and professional teams.
Before joining Budros, Ruhlin & Roe, Danny worked with institutional retirement clients at Fidelity Investments. He also delivered fee-only financial planning to the middle-income market as a principal of Sound Futures, Inc.
Danny is a member of the National Association of Personal Financial Advisors (NAPFA) and has also served on the Board of Directors for the Central Ohio chapter of the Financial Planning Association and the Alumni Board for Berea College.