My Story

Hello, I'm Daniel Cassel, a Financial Coach with Cross Shield Financial. For the past decade, I've been immersed in industrial engineering project management, focusing on strategic financial analysis and project execution.

I'm a proud native of Stillwater, Oklahoma, and the third generation in my family to graduate from Oklahoma State University. I hold a Bachelor's degree in Mechanical Engineering and a Master's in Business Administration with an emphasis on Entrepreneurship. Living in Bixby, Oklahoma, I've found joy in contributing to my community through woodworking and children's ministries.

As a certified financial coach with Financial Coach Master Training credentials through Ramsey Solutions, I've spent years in the manufacturing industry and developed several small businesses on the side. My diverse experience in project management and finance has allowed me to work with various clients, from start-ups to well-established businesses. I find immense satisfaction in helping my clients craft strategic plans, enabling them to win with money and achieve their financial aspirations.

In my professional life, I've excelled at planning and executing both large and small capital projects with Cross Shield Financial, always aiming for the best possible ROI. If you share your dreams and budget with me, I'll develop a step-by-step plan for success. My leadership goes beyond numbers; I build people, relationships, and community for the betterment of society. I care about you as a person, not just the figures on a spreadsheet.

When I'm not assisting my clients, I cherish time with my wife Hailey and our three children. We enjoy the wholesome pleasures of hobby farming, raising animals like cows and chickens, and growing our own food.

Are you ready to take control of your financial future? Let's work together to create a personalized plan that aligns with your goals. **Schedule a free consultation with me today**, and let's embark on a journey towards financial success with Cross Shield Financial!

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