At Daniel Krug & Associates, we offer a unique full-service approach, bringing together financial, legal, and tax services with a knowledgeable, caring staff. We work collaboratively to help our clients achieve their individual goals. Our philosophy emphasizes capital preservation first and capital growth next, under a broad umbrella that touches every area of your financial life.
Our primary focus is to help you create an individual strategy coordinated with each of your advisors. Your wealth manager is instrumental in bringing together the investment, tax, estate, and risk management components of your financial life. Each of these components is interrelated and interconnected. Your team will develop an individual strategic plan and present it to you in an educational and coaching-based environment.
Daniel Krug & Associates Client Advisory Team
Daniel M. Krug, CEO
Senior Wealth Manager
248-625-7432
Daniel M. Krug is a Wealth Manager and Investment Advisor Representative at Daniel Krug & Associates. He has over 18 years experience in the financial industry and holds a degree in business administration. He was one of three...
Rocky Istvan, CCO
Associate Wealth Manager
248-625-7432
Kimberly Krug
Client Account Coordinator
248-625-7432
Kimberly Krug assists the wealth managers in setting up and administering client accounts. She keeps in contact with clients during the transfer and account set up period to ensure they stay informed throughout the process. Kim also...
Diana Gray
Client Account Coordinator
248-625-7432
Jennifer Babb-Krug
Client Event Coordinator
248-625-7432
Danny Krug
Para Planner
248-625-7432
A Para Planner is a relatively new position within our firm that involves the performance of the administrative duties of a Wealth Manager. This function was created to allow our Wealth Managers to focus on the relationship side by...
Our Strategic Partners
Our strategic partners are independent firms, each upholding their fiduciary standard for our clients, working hand in hand with Daniel Krug & Associates as part of your advisory team. Our clients have complete access to all team...
Hunter CPA Group
A Wealth of Tax and Investment Planning Expertise
You will benefit from having this combination of experienced tax strategies and investment planning in sync to meet your goals. You will save time by working with a team that helps ensure your financial future with an understanding of...
Brenda Hunter, CPA
Brenda is a Certified Public Accountant that has over 31 years of experience in the accounting, tax, and financial services. She prepares partnership, corporation, individual, trust and estate tax returns. She is experienced in tax...
Sills, Charboneau & Barnett, Pc
Neal J. Barnett, P.C.
Neal J. Barnett, managing partner of Sills, Charboneau & Barnett, has worked with the clients of Daniel Krug & Associates since 1999. He brings his specialized knowledge of trust and estates, probate avoidance, probate, elder law and a...
Barron, Rosenberg, Mayoras & Mayoras
Don L. Rosenberg, Esq.
Don L. Rosenberg is a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and has been practicing law for over 30 years. In 2001, he helped found three special divisions of the firm: The Center for Elder Law, The Center...
Principles of Preserving Wealth
Insuring Your Second Home
