Who We Are

Who We Are

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Our Name

What’s in a name? In ancient history, the Bible records the story of a young Jewish exile named Daniel whose humility, honesty and stewardship caused the King of Babylon to name as a chief administrator (senior advisor). Daniel so distinguished himself among the other administrators that the King set him over the whole kingdom. In Daniel 6:4, he is described as, “trustworthy, and no negligence or corruption was found in him.” [HCSB]

So, what’s in a name? To us, the name Daniel represents the character qualities we hold as the standard in our people and in our firm. Our desire is that our clients, vendors and partners will describe us with the character and values prominent in the life of Daniel.

Dedicated Relationship

Our advisors are competent AND caring.
Our advisors understand that life is personal.
Our advisors don’t see you as an account number.
Our advisors make mistakes and accept responsibility.

Core Values

We believe in lifelong relationships.
We believe in wealth that cannot be measured in dollars.
We believe that strategic advisors are personal advisors.

Exude Trust – Strive for Perfection – Refuse Compromise


Greg is the firm's Registered Investment Advisor Principal and founding member. Prior to launching The Daniel Group, Greg held the position of Vice President with The Ayco Company, L.P., a wholly owned subsidiary of Goldman, Sachs & Co. Greg launched TDG in order to provide a select group of individual clients and families a uniquely objective and personalized wealth management and investment advisory solution. His expertise includes advice ranging from closely held business issues, to stock option optimization, to tax and estate planning. Greg’s clients include current and past CEOs and senior level executives of both public and private corporations. Greg has a BBA degree in Finance and an MBA in Finance from Georgia State University. He is a Certified Financial Planner™ practitioner, licensed through the Certified Financial Planner Board of Standards, Inc. He resides in Atlanta, GA with his wife, Katherine and their three children.


Tommy is the firm’s Chief Investment Officer. His primary role is to serve as portfolio manager for all clients. Tommy also is responsible for security analysis on individual stocks and bonds as well as conducting due diligence on all pooled investment vehicles, including mutual funds, exchange traded funds, unit investment trusts and private placement vehicles. Prior to joining Daniel Advisors, Tommy spent twenty two years as a wealth and portfolio manager for private clients with Bank of America and GenSpring Family Offices, a subsidiary of SunTrust Bank. His expertise includes managing individual portfolios as well as generational dynasty portfolios for multi-generational wealth families. Tommy has a particular enjoyment in educating and mentoring successor generations about the use of wealth. After leaving GenSpring in 2012, Tommy enrolled at New Orleans Baptist Theological Seminary and completed his Masters of Arts in Theological Studies. Tommy has a BBA in Finance from the University of Georgia and an MBA from Georgia State University. He has been a CFA Charterholder and member of the Institute of Chartered Financial Analyst since 1997. He resides in Atlanta, GA with his wife Laura and they have two grown children.


Bill is the firm’s primary tax advisor. He is also a Principal of Daniel CFO a tax and business consulting firm that is a member of The Daniel Group. His primary role is to manage all aspects of the tax research and advice for our clients. After 4 years in public accounting, Bill has spent the past 14 years serving as CFO or Controller of several privately held companies. Bill is an Enrolled Agent licensed to practice before the Internal Revenue Service and has a BBA in Accounting. He resides in Atlanta, GA with his wife, Erin and their two daughters.


Katherine is the firm’s Director of Client Service and also serves as Office Manager. Her primary role is to manage the administrative, tax, and compliance needs for our clients. She has served as an Office Manager for more than 11 years in several family owned businesses, including her father’s medical practice.


Libby joined Daniel Advisors in 2013 as a part-time Planning Associate and now serves as a Wealth Advisor. Libby recently completed the Certified Financial Planner™ Program at Oglethorpe University and passed the CFP® board exam. Prior to seeking the CFP® certification, Libby’s background was in Corporate Finance where she held roles in investment banking, financial consulting and product management. Libby realized her passion for personal finance when helping her mother develop a financial plan after the passing of her father. This life experience made clear to her what a difference a financial advisor can make. Libby is a graduate of Vanderbilt University and recently moved to Houston, Texas with her husband and three boys.