Speaker Details
Speaker Name: Daniel Roe
Job Title: Principal
Company: Budros, Ruhlin & Roe, Inc.
Daniel Roe is a principal at Budros, Ruhlin & Roe and serves as the firm’s chief investment officer. He has been a guest speaker on retirement planning and investment issues, and was named one of 100 great financial planners by Mutual Funds Magazine in 2002. He has also been featured and quoted in many national publications and financial news outlets.

Mr. Roe earned his bachelor’s degree from Miami University and holds a Certified Financial Planner certificate. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Mr. Roe is also a trustee of the Phi Delta Theta Walter B. Palmer Foundation.