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Financial Planning That Goes Farther

We take a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the experience of our team, we’ll help you take a conservative approach to building and preserving your wealth.

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Since 2011, Daniel has been committed to guiding investors like you through the financial planning process so that you can prioritize the most important things in your life. With over a decade of industry experience, Daniel provides personalized financial planning services such as retirement, tax savings strategies, charitable giving, and estate planning.

Originally from Wichita, Kansas, Daniel earned his bachelor's degree from Wichita State University. He later went on to earn the Certified Financial Planner™ and Certified Tax Specialist™ designations after studying at the College for Financial Planning and the Institute of Business and Finance.

Daniel and his wife Suzy have been happily married since 2000 and have two children. In his free time, he enjoys spending time with his family, helping friends launch businesses, and playing chess with his father.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Jorge Delgado Diaz

Wealth Manager

Jorge is no stranger to coaching individuals when it comes to their overall health. So, when it comes to your financial health, he is committed to coaching you through your financial planning process. With roots in the industry through the humble upbringings of his grandfathers accounting firm and dedication of his mother’s career path, he is cognizant of his duties to serve you by providing a personalized financial plan unique to your situation.

Originally from Jimenez, Chihuahua within the beautiful country of Mexico, his upbringing is a testament to his mission, helping you succeed regardless of the obstacles. Additionally, Jorge actively pursuits the continuation of his education to further his abilities as a financial planner serving you.

As a dedicated family man and member of the community in Kingman Kansas, Jorge actively pursuits improvement in all areas of his life through mental, physical, and spiritual health with the help of his wife Brittney and three kids. Utilizing his free time playing guitar, metal fabrication, and training/coaching at both Trinity Fitness and Kingman Jiu-Jitsu.

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Vicki Brittain

Senior Client Service Associate

Throughout her career in financial services, Vicki has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.

She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.

Before joining our team in March 2023, Vicki was a Senior Branch Office Administrator at Edward Jones and a Retail Manager at Kanza Bank.

Originally from Rolla, Kansas, Vicki lives in Kingman with her husband, Dave. They have 7 grown children, and 15 grandchildren. In her free time, Vicki enjoys spending time with family and friends, baking, reading, and riding horses.

Vicki gives back to her community. She is a volunteer trainer with Trinity Fitness Kingman, she volunteers in the media center at her church, and with the local Embrace Grace and Care Portal chapters. For the last several years, Vicki has participated in an Alzheimer’s Walk.