Black and white portrait of a man with glasses, short dark hair, wearing a collared shirt, facing forward.

Daniel Waters, JD, LLM

Director, Tax Strategy

EMAIL: d.waters@asendowealth.com

Daniel leads the firm’s tax team, providing strategic oversight and expertise on tax planning, compliance, investments, business transactions, and wealth transfer matters to help clients achieve their financial goals.

EDUCATION AND QUALIFICATIONS

  • Bachelor’s degree in philosophy, The University of North Carolina – Chapel Hill

  • Juris Doctor (JD), Charleston School of Law

  • Master of Laws (LLM) in Taxation, Boston University School of Law

  • Licensed Ohio attorney

COMMUNITY PARTICIPATION

  • Board member, Small Biz Cares

Q&A

What part of your work gives you the most satisfaction?

I love it when clients bring us opportunities, even problems, and allow us to serve as a resource to examine the matter and advise. I like understanding the goals and desires of the client and then developing a structure that can deliver those goals. 

What do you hope clients remember after working with you?

I want clients to take away from each meeting that their goals are my goals. When they feel that I am wanting their success, it helps open the door to better communication. More communication leads to better teamwork.

What do you enjoy doing outside of work?

I would like to say that “traveling with my family” is the thing I love to do the most, but if I am honest, traveling with my family and my bike is what I love the most. Whenever we travel, I look wistfully at the roads and think of how much I wish I could be cycling them. My wonderful wife and daughters begrudgingly put up with my cycling nonsense.

What is your favorite travel destination?

I have places I have loved visiting and places I have visited where I wish I could live. Prague and Belgium are places I loved visiting, but Vermont, Los Angeles, Seattle, the Alsace region of France and Germany’s Black Forest are places where I could easily imagine building a life. I would also be remiss if I didn’t mention that I got the opportunity to live in Boston during law school, and I would happily live there again. Santarpio’s Pizza every Friday night just sounds so good.

What was your first job?

My first job was as a bus boy/barback at Michael Jordan’s restaurant during college.

If you weren’t in your current profession, what would you be doing?

If I had a few acres and some vines planted, growing grapes and making wine on a nice parcel of land would be divine.

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