
John Daniels obtained his BS in Economics from Drake University and MS in Economics from Iowa State University. In 1987 he obtained a CPA license and in 2016 became a Registered Investment Adviser. Early in his career, John worked for the Pillsbury Company as a grain buyer and then joined EF Hutton in Chicago as a member of the Chicago Board of Trade. Hedging strategies developed early in his career have been the foundation of his investment philosophy ever since. Since 2010 John has assisted clients with tax preparation, planning and compliance. In 2017 he developed and rolled out to clients his basic investment strategy designed for retirees, the Protected Growth Portfolio. In 2021 he develop the Dividend Plus and the Double Band Option strategies designed for younger, more aggressive investors. Both of these strategies involve using options to both protect the core holdings and to enhance investment income.