Who we are

Hello, I’m Donnie and I am who I am. I love life. I work hard, play harder, pray all the time, and reflect often. With my service-oriented personality it carries over to my involvement with my church and local community. Away from the office, I enjoy being a NCAA baseball umpire, golfing, saltwater fishing, and anything that has to do with my family's busy schedule. I especially enjoy making life memories! I love my family, my wife Julie, son Blair, and two daughters Sydney & Lindsay. My wife and I are empty nesters and love family time. As life changes and continues to happen all around us, we need to be intentional, disciplined, and consistent with our most valuable asset “OUR TIME”.

I’m proud of the innovative team that we are building and growing to assist our families and business owners. We care, listen, customize, tailor, and develop strategies to help and assist “Our Clients” pursue their financial Independence. In late 2023, Daniel Wealth Management made a transition to Osaic the largest Wealth Management independent broker dealer. I believe this was our next step in taking care of and loving on our clients. At Daniel Wealth Management, we care & listen. We strive to Protect, Manage, and Grow our clients future vision of life.  

We work with a select group of individuals, families, and business owners.  As I continue to build a strong team, I believe in following our service model. We will do this with character, integrity, and confidence, as we seek to earn trust and celebrate life’s journeys together with our clients. We will always put our clients first!

I started Daniel Wealth Management in a small military town called Sumter, SC. I started Daniel wealth Management with my former broker/dealer LPL Financial, before joining Osaic Wealth, it was a wonderful experience. I started out with a vision to improve the lives of the families and business owners that we get the privilege to work for. We are always striving to find better, more efficient, and easier ways for our clients to connect and understand their future vision of life. We strive to help and assist them in pursuing that goal. At LPL I learned how important a diversified team with one goal, to give an exceptional client experience was a huge learning experience.

Before joining LPL Financial and starting Daniel Wealth Management, I was an Associate Vice President of Investments with the Private Client Group at Wells Fargo Advisors. During my time at Wells Fargo Advisors, I learned how important it is to build a strong dedicated team, and how to best utilize professional research, manager selection, and proper allocation while working toward clients' goals.

Before joining Wells Fargo Advisors, I ran and operated an Edward Jones office as a financial advisor. As a field trainer and facilitator at individual breakout sessions for quarterly meetings, I learned how important it is to build strong relationships with clients and financial partners, to develop and implement a quality strategy seeking to ensure the client's wishes are carried out.

I live in a small town, with a big heart, and wear my emotions on my sleeves, as I am passionate about making every one around me better. I help my clients improve their lives in ways that they didn’t know could exist. 

Smile & have a great day!  

Stephanie Disher is the Client Service Administrator at Daniel Wealth Management, where she has been a valued team member for over a year and a half. With a background spanning healthcare and marketing, Stephanie brings a unique blend of experience, professionalism, and heartfelt compassion to her role. Her 14 years in healthcare, including her time as a certified medical assistant on the frontlines during the pandemic, have instilled in her the ability to stay calm and perform under pressure, always with empathy and strength.

A native of Sumter, South Carolina, Stephanie is deeply rooted in her community and committed to helping others. Her nurturing nature extends beyond her work—she is a proud wife, mother to four boys, and “Nana” to a grandson. These personal roles reflect her innate leadership and care, which she brings to every client interaction at Daniel Wealth Management. Guided by her faith and her extensive healthcare background, Stephanie’s approach is always centered on delivering exceptional service with a genuine, compassionate touch.

Stephanie’s presence deepens existing relationships and creates opportunities to build new ones, all while remaining aligned with the core values of Daniel Wealth Management. Stephanie’s enthusiasm and commitment to exceptional client care align seamlessly with the company’s Mission & Vision, ensuring that each client receives the highest standard of care.

Stephanie has already proven to be a valuable member of the team. The firm is excited about the positive impact she continues to make. With her warmth, integrity, and professionalism, she embodies the qualities that align with the firm’s mission, making her a trusted partner in delivering on the company’s ultimate goal: to provide exceptional care for every client.

Introducing a seasoned financial professional with a unique background, who joined Daniel Wealth Management to bring his expertise and experience to the table. He believes that financial organization is a vital aspect of managing the resources that we have, or plan to have, in ways that align with our goals and values. With a professional training and licenses, as well as several decades of work in church ministry, chaplaincy, and teaching at the college level, he provides ongoing financial advice and guidance that is grounded in experience and expertise.

Before joining Daniel Wealth Management, he worked with AXA Advisors, Scott and Stringfellow, Merrill Lynch, Edward Jones and LPL, where he honed his skills and helped families and business owners to understand their options and execute viable plans that aligned with their personal and financial goals.

When he's not in the office, he enjoys spending time with his family, playing golf, fishing, or antiquing with his wife Jane, and serving as the pastor of Bethany Baptist Church. With his diverse background and a passion for financial organization, he is committed to helping clients achieve their financial objectives and live fulfilling lives.

Kelly brings a unique blend of global experience, military and discipline to Daniel Wealth Management. A proud USMC veteran, Kelly's five years of service in the Marine Corps provided a strong foundation in leadership, resilience, and strategic thinking—qualities that Kelly now channels into helping clients achieve their financial goals.

Kelly's journey has taken them across the world, from early missionary work in Honduras, Zambia, and Ethiopia to various military assignments around the globe. These experiences have shaped a deep understanding of diverse cultures and perspectives, which Kelly leverages to build meaningful, trust-based relationships with clients.

Having lived in Pennsylvania, Louisiana, New York, North Carolina, Wisconsin, Virginia, Minnesota, and Okinawa, Kelly has gained a broad understanding of different environments, allowing for a well-rounded approach to financial planning. Now based in South Carolina, Kelly is focused on settling into a rural lifestyle, balancing professional dedication with family life.

In addition to co-founding a 501(c)(3) nonprofit organization supporting veterans, Kelly pursued studies in financial economics and business analytics. This academic background, combined with a passion for problem-solving, enables Kelly to offer clients insightful, data-driven financial strategies.

At Daniel Wealth Management, Kelly is committed to providing personalized procedural advice that reflects the unique needs and aspirations of each client. Whether it's through helping veterans or guiding individuals and families toward success, Kelly's dedication to service remains at the forefront of every interaction.

When not working with clients, Kelly enjoys challenging strategic games like Chess and Settlers of Catan, as well as hands-on projects that require mechanical and electronic repairs. These hobbies reflect Kelly’s love for learning, strategy, and continuous improvement—qualities that benefit both clients and colleagues alike.

Kelly is excited to be a part of the Daniel Wealth Management team and looks forward to contributing to the financial well-being of the community.

Gabriel is a committed member of the Daniel Wealth Management team, currently serving as a Financial Trainee. A native of Sumter, Gabriel recently earned a dual degree in Physics and Biology from Wofford University, bringing a strong analytical background and problem-solving mindset to the financial services industry.

In his role, Gabriel is gaining firsthand experience in the core areas of financial planning, client relationship management, and the foundational operations of wealth management. He approaches each challenge as an opportunity for growth and is deeply grateful to contribute to a firm that prioritizes client success and integrity. Being part of such a purpose-driven and collaborative environment continues to inspire his professional development and passion for the field.

Celeste Baker serves as the Client Experience Coordinator at Daniel Wealth Management. She enjoys creating thoughtful events and meaningful experiences that connect people and reflect the firm’s values, combining creativity and organization to deliver seamless events and memorable client experiences. Her passion for creating meaningful moments and to ensure that every event is thoughtfully planned and beautifully executed. From transforming spaces to designing experiences that leave a lasting impression, Celeste blends creativity with strategic design to deliver events that truly resonate.

Before joining Daniel Wealth Management, Celeste served as the Head of Hospitality at her local church for over ten years. A role that refined her and deepened her commitment to fostering warm, welcoming experiences for every guest.

Celeste believes great events are built on great teamwork. She thrives in collaborative environments and values the unique contributions of each person involved in creating something extraordinary. Her love for people and her passion for excellence shine through in every event, we as a team orchestrate.

Originally from out of state, Celeste moved to the area in 1992 when Shaw Air Force Base brought her here and she has proudly called it home ever since. Outside of work, she enjoys spending time with her two children: Ashley-Reid, a junior at SCAD, and Adam, who works full-time at Scott Equipment and Servicing. Celeste is incredibly proud of both the paths they are forging for themselves.

Jordan Holladay is a dedicated member of the Daniel Wealth Management team, where he serves as a Client Care Coordinator Trainee. A native of Sumter, South Carolina, Jordan holds an MBA and a degree in Business -Sports Management from North Greenville University.

In addition to his professional role, Jordan is an Officer in the Military Police Corps with the South Carolina Army National Guard, having earned his commission through Furman University. Prior to his military service, he spent five years playing collegiate baseball, including two years at the University of South Carolina and three years at North Greenville University.

Jordan’s diverse background in academics, athletics, and military service has shaped his strong work ethic, team-oriented mindset, and ability to build meaningful relationships. He is passionate about serving others and is committed to providing thoughtful support to clients, no matter the size or scope of their needs.

Drake Brown is a dedicated professional beginning an exciting new chapter in his career. With a strong background as an industrial maintenance technician, he brings a hands-on work ethic and problem-solving mindset into his new field. Outside of work, Drake is celebrating major life milestones as a new homeowner and recently engaged, embracing both personal and professional growth. As he steps into a new industry, Drake is eager to grow, learn, and make a meaningful impact. He brings with him a strong work ethic, a practical mindset, and a genuine dedication to doing things the right way. Whether at home or in his career, Drake is focused on continuous improvement and creating long-term success.

Drew has partnered with Daniel Wealth Management since 2020, providing Daniel Wealth Management with access to 50+ A Rated Life Insurance Companies. Drew provides insight to Life Insurance products and underwriting practices. He aids the Daniel Wealth Management team in designing the best solution for a client's specific situation and implementing that design into their portfolio. After implementation, Drew takes pride in auditing and monitoring in-force policies to ensure they work as designed; and continue to be aligned with clients' goals and needs. *Not affiliated with Osaic Wealth Inc.