Daniel Milan

 Co-Founder and Managing Partner of Cornerstone Financial Services, LLC

Daniel Milan left his legal practice in 2009 in order to found Cornerstone Financial Services, a Wealth Management, Estate Planning and Business Strategies firm, and expand the spectrum of services that he could offer his estate planning clients.  As a self-proclaimed “rehabilitated attorney” Daniel concentrates his practice within Cornerstone on estate plan strategies and funding, small business succession planning, executive compensation strategies and qualified plan strategies as well as chairs the Investment Committee within Cornerstone’s Asset Management Group.  Additionally, in 2013 Daniel took over the role of CEO and President of his family’s computer peripheral manufacturing company due to his father’s failing health and managed the business through a turnaround and reorganization process culminating in the sale of the company to a strategic partner after his father’s passing in late 2014.

Kayla Varcoe