Daniel T. Crouse

 

Daniel joined the firm in 2019 and is a partner with Brendle Financial Group, LLC and co-owner and shareholder of Brendle Crouse P.A. He began his career in public accounting in 2007 and earned his CPA designation in 2012. Daniel enjoys working closely with families on individual, trust, and estate taxation. He is also a Wealth Management Advisor and offers securities through Avantax Investment Services^SM, member FINRA, SIPC, and investment advisory services through Avantax Advisory Services^SM.

Daniel is a graduate of the University of North Carolina at Charlotte. He is a Lexington native where he still resides and is married to his high school sweetheart, Jessie, and has two young sons, Griffin and Hudson. When away from the office, Daniel enjoys time with his family and friends, traveling and fishing.

Designations:
Certified Public Accountant (CPA) North Carolina License # 36622

Licenses:
Passed FINRA Series 7 and 66 Examinations
North Carolina Life Insurance License

Memberships:
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)

Education:
University of North Carolina, Charlotte, B.S. Accounting