Daniel A. Cornwell
Appointed to CEO in 2014, Daniel A. Cornwell brings over 20 years of experience to Cambridge Consulting Group, where his leadership has helped to solidify the company’s position as one of the largest privately held insurance and financial service consulting firms in Michigan. As CEO and Managing Partner, Dan is continually forging new paths at the firm including identifying and executing on growth strategies, managing business development and Corporate Governance, that keep the focus at Cambridge on serving the clients’ best interests.
In addition, Dan oversees the Wealth Strategies Practice Group, where he focuses on innovative strategies for Estate Planning, as well as creating custom plans for wealth preservation, wealth management and executive benefits programs. Dan is a big proponent of professional focus and educating the client. “Our estate planning strategies and financial planning processes help provide tremendous clarity for our clients,” he says. For the past several years, Dan has been selected by dBusiness and HOUR Magazine as a Five-Star Wealth ManagerSM in Estate Planning, an honor bestowed on fewer than seven percent of financial professionals in Metro Detroit.
Dan believes in listening and accessibility, whether it’s in his leadership role at the firm or when it comes to serving clients. “There are no bad questions except the ones that aren’t asked,” he notes. He feels strongly that if Cambridge helps people, even when there’s no compensation involved, that in the long run everything will fall into place. “My clients, if they need help, are almost family to me.”
CCG Team Member Since 1992: Dan began his career with CCG almost 23 years ago as a summer intern. He became a Financial Consultant in 1997.
Credentials, Designations and Memberships:
- Walsh College, Bachelor of Science/Finance
- Board of Directors, Walsh College Foundation
- Board of Directors, ARC
- Planned Giving Board Member, Walsh College Alumni Association
- Board Member, Detroit Country Day School (DCDS) Blue & Gold Club
- Finance Committee Member, Academy of Sacred Heart
- Five-Star Wealth Managers AwardSM, Multi-Year Winner, dBusiness and HOUR Magazine
Personal Interests: Giving back to the community is a lifelong commitment for Dan. He is a strong supporter of Detroit and is actively involved with several civic and business associations. He is also active with the Make-A-Wish Foundation, Boys & Girls Club of Oakland & Macomb Counties, Big Brothers Big Sisters of Metro Detroit as well as other local organizations.
Dan resides in Bloomfield Hills with his wife and three children.
Daniel A. Cornwell (CA Insurance Lic.#0H08918) offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and AXA Network do not provide tax or legal advice or services. All AXA Advisors and AXA Network business is conducted under the d/b/a name of Cambridge Wealth Strategies and within the Wealth Strategies Practice Group of Cambridge Consulting Group. Cambridge Consulting Group (comprising Cambridge Wealth Strategies, Cambridge Benefits Consulting and Cambridge Risk Management) is not owned by, operated by, or affiliated with AXA Advisors or AXA Network. 136054 (04/18)(exp.04/20)