Concurrent
Daniel Froning is an Associate Financial Planner at Concurrent since January 2024, focusing on building and servicing a centralized wealth advisory service for a rapidly growing RIA, offering financial planning and brokerage solutions. Previously, Daniel served as an Associate Financial Advisor at AMG National Trust from November 2019 to August 2023, where responsibilities included managing client onboarding, building trust, and analyzing complex estate plans. Daniel's career began at CenturyLink as a Planning Engineer, overseeing internet infrastructure projects and improving workflows, and included an internship at CPI Card Group where financial records were audited in preparation for an IPO. Daniel holds a Bachelor of Business Administration with a focus on Accounting, Finance, Economics, and Math from the University of Colorado Boulder.
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Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.