Toby Daniels   

Principal

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Education: BA from Lewis and Clark College in English and Communications; MA in Education

Biography:
Toby joined AKT Wealth Advisors in 1999, bringing over 20 years of investment experience with him. As one of Wealth Advisor’s principals, Toby helps manage over 250 corporate retirement plans, high-net worth individual investment portfolios and endowments. Toby has addressed employee groups and professional associations on both regional and national stages, and has been cited in numerous professional publications.

Toby graduated cum laude from Lewis and Clark College, with a Bachelor of Science degree in English and Communication. He also holds a Master of Education degree. Toby is a Registered Investment Advisor Representative and has completed the Series 7, Series 65 and Series 63 security exams.