Leadership

Daniel B. Spickard, CLTC® is a Senior Sales Executive at Oswald Financial. He educates his clients in the areas of strategic planning, budgeting, cash flow management, insurance planning, investment planning, compensation & benefits issues. His passion for educating his clients to allow them to make well-informed financial decisions for themselves is what drives Daniel. He prides himself on the ability to take very complicated planning strategies and break them down into an easy to understand and actionable plan.

In addition to working with his own clients, Daniel taught a personal finance class for a prestigious Pharmacy School in the Pittsburgh area. Daniel is a sought-after speaker for Universities, Professional Associations, Medical Programs and has been published in numerous financial publications. Dan holds his Life & Health Insurance license, along with the FINRA Series 7 securities license through LPL Financial and Series 66 securities license held through both LPL Financial and Global Retirement Partners.

Daniel is happily married to his wife Linda. He has 2 beautiful daughters Angelina & Gabriella that are the center of his world. He likes to spend his free time with his family as well as golfing, traveling, and is an avid snowboarder.

Dan believes in being involved in the Professional Organizations of his Industry. He is a member of both the Association for Advanced Life Underwriting (AALU) & National Association of Insurance and Financial Advisors (NAIFA). Daniel is the Past President of the Western Pennsylvania Chapter of the National Association of Insurance & Financial Advisors 2010 – 2011.