Daniel Paschke
Senior Advisor
Daniel Paschke is a financial advisor with over 10 years of experience in Southlake, Texas, where he specializes in serving high-net-worth individuals and families through holistic, tax-efficient financial planning. His expertise spans investment management, tax strategy, insurance planning, and estate planning, with a focus on helping clients achieve clarity and confidence in their financial future.
Daniel has been a featured guest on multiple podcasts and has made more than 10 appearances on Fox Business Radio, where he has shared his perspectives on wealth management and financial strategy.
Deeply rooted in Southlake, Daniel and his wife, Krista—an estate planning attorney—are actively involved in both their professions and the local community. Together with their three children, they participate in community events and groups at their church, where faith and relationships play an important role in their lives. Outside of work, Daniel enjoys time on the golf course and playing sports with his kids.
