Daniel Medina began his career in the finance industry in 2019, where he developed a strong passion for financial services and a commitment to excellence. He is dedicated to delivering exceptional service and continually strives for professional growth.

Previously at JPMorgan Chase and Fisher Investments, Daniel specialized in assisting clients with their financial operations while providing comprehensive support to advisors to ensure seamless transactions.

In 2025, he joined the Csenge Advisory team, as an Advisor Support Specialist. Where he plays a key role in delivering exceptional customer service. With strong attention to detail and a client-focused approach, Daniel ensures seamless execution of financial operations while maintaining high standards of service. His deep passion for finance and commitment to excellence drive his efforts to enhance the client experience and support the firm’s success.

Outside of work, Daniel enjoys hiking, fishing, and spending time on the water. He values quality time with his family and loved ones, often accompanied by his wonderful girlfriend and adventurous golden retriever.