How We Work
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s an appropriate approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Daniel Foley, CFP®
LPL Registered Representative
Dan Foley founded Sleeping Giant Financial in 2001 and has been a financial advisor for over 15 years. During this time, Dan has built strong relationships with his clients while helping them meet their investment and income objectives...
Donnie Haubert, AIF®
Investment Manager, LPL Registered Representative
donnie.haubert@lplfinancial.com
Donnie Haubert joined Sleeping Giant Financial in February 2017 as a Financial Advisor and Investment Research manager. Donnie began working in the Wealth Management business in 2008. Prior to joining the firm, he spent six years at...
Melanie McDaniel, RP®
Paraplanner
melanie.mcdaniel@lplfinancial.com
Melanie McDaniel has been with Sleeping Giant Financial since 2004. As Operation Executive, she handles all client accounts, account transfers, and other transaction request for client. She also sets systematic procedures within the...
