
Daniel Paschke
Senior Advisor
Daniel's passion for financial planning started at home. Growing up, he was raised with the responsibility of helping care for a family member who has learning differences, and watched his parents model disciplined, thoughtful financial planning firsthand. That experience taught him early just how much a well built plan can protect and provide for the people you love, and it's what first drew him to a career helping other families do the same.
He entered the financial industry in 2015 and brings over a decade of experience serving individuals and families across Southlake and the greater DFW area. He believes financial planning should be holistic and tax efficient, built around a client's whole life, not just their portfolio. His approach spans investment management, tax strategy, insurance planning, and estate planning, all aimed at helping clients feel clear and confident about their future. Daniel has been a featured guest on multiple podcasts and has appeared more than 10 times on Fox Business Radio, sharing his perspective on wealth management and financial strategy.
Daniel was raised in Southlake, where his parents settled in 1995. After studying at the University of Arkansas, he returned home to build his career and raise his own family. He and his wife, Krista, an estate planning attorney at Peabody Law Firm in Southlake, married in 2019 and moved back to Southlake together in 2025, just before welcoming their youngest, eager to raise their kids in the same community Daniel grew up in. Daniel and Krista often work together for clients who want their financial and legal planning built around the same strategy..
Faith is at the center of their family life. They're active at their church several times a week and lead a Bible study group for young married couples raising small children, something they find deeply rewarding. Together they're raising three children: Brooks, Charlie and Savannah. Daniel considers his family to be the greatest blessing of his life, and the families he works with to be the greatest blessing of his career. The relationships with his clients, celebrating big milestones with them and standing beside them through hard seasons, remain his favorite part of the job.
Beyond his family and faith, Daniel is committed to giving back to the community that raised him. He led the Southlake Chamber of Commerce's Young Professionals group from 2019-2026, and is a founding board member of Taste of Southlake - a nonprofit event that raises funds and awareness for the Tarrant Area Food Bank.
Outside the office, Daniel loves to golf, play sports with his kids, and make memories with his family at Timarron Country Club - at least when the Texas summer heat allows for it!
Daniel's faith shapes how he shows up for his clients: with honesty, integrity, and genuine care for their family, not just their finances. If that's the kind of partner you're looking for, he'd love the chance to get to know you.



