our president

Daniel J. Laginess, CPA

President of CFS

Daniel J. Laginess, CPA, President of Creative Financial Solutions since 1998. During this period, Daniel has built a large corporate and individual client base providing financial planning, investment advisory services, and asset management with approximately $100,000,000 of assets under management. Daniel also provides insurance and annuity services, and business and financial consulting. From 1994 to 1998, Daniel was Senior Manager for Plante Moran, LLC. While there, Dan managed a wide variety of financial consulting projects, including audit and tax engagements, profit enhancement assessments, cash flow analysis, business plan preparation, personal and corporate tax planning, business process reviews, business start-up consulting and financial analysis.

From 1992 to 1994, Daniel was Audit Manager for McKesson Corporation, managing financial and operational audits for the largest pharmaceutical distributor and healthcare technology solutions company in North America. From 1989 to 1992, Daniel was Audit Senior for Deloitte conducting financial statement audits, 10K and 10Q preparation, and pension and 401(k) audits for the company’s large, publicly traded client base such as Chrysler Corporation and General Motors. While at Deloitte, Daniel earner his CPA designation. Daniel attended Michigan State University and graduated with a bachelor’s degree of science in Accounting in 1999. In 2008, he attended Wharton School and gained certification as Retirement Planning Specialist. Daniel is the author of “Your Road to Successful Retirement-Strategies for keeping your money safe and the government out of your pocket.”

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