Wealth Advisor

918-984-9105 | dbeutel@counciloakwealth.com | LinkedIn

Daniel joined Council Oak Wealth Advisors in 2019 as a wealth advisor after undertaking an extensive training and mentoring program at the firm and completing his Series 65 Investment Advising Law exam.

Daniel holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) professional accreditation. At Council Oak Wealth, Daniel formulates Financial & Retirement Plans for our retired and soon-to-be retired clients, providing them with a pathway for long-term success. He also advises most of the firms’ aspiring investors, developing a game plan that will help lead them to financial independence.

Having experience as a real estate investor, Daniel understands the mindset of the entrepreneur, and the spirit to seek financial freedom and success. He advises on business structure and company retirement plan options for small-to-medium sized businesses.

Daniel grew up in Texas and received his secondary education there. Daniel holds a bachelor’s degree in General Studies/Accounting & Finance, as well as two degrees in sciences. Daniel participates on two state committees: serving as Chairman of the Southwest Bible School and Treasurer of the Texas Youth Conference.

Daniel, and his wife Melinda reside in Jenks where they are raising their daughter Micah. Outside of work, Daniel enjoys attending church functions, golfing with friends, cooking out, watching sports, and spending time with family at the lake.