Daniels + Tansey was founded on the values of trust, excellence and commitment. They’re the values we live by each day. Many of our professionals have been with us 30+ years, with client relationships that have lasted generations. It’s the experience of this multi-disciplinary team, combined with our shared set of values, that allows us to compete with the ‘big banks’.

 

Trust

We know our clients, understand their needs, and always put their interests ahead of our own.

Excellence

We deliver what we promise and add value even beyond what's expected.

Commitment

We work tirelessly to help our clients reach and exceed their financial goals.

 
Susan P. Benson, CPA

Susan P. Benson, CPA

Partner

Susan Benson is a Partner within Daniels + Tansey’s tax group. In this capacity, Susan is responsible for identifying and implementing efficient tax strategies for individuals, families and small businesses. She also oversees annual returns and provides counsel for matrimonial consulting.

Susan has over 20 years of experience as a Certified Public Accountant (CPA) in Delaware. She has spent her career with Ann Taylor Tansey & Company, an affiliated CPA firm focused on attestation, and now with Daniels + Tansey.

Susan earned a degree in Accounting from the University of Delaware. In 2016, she was appointed by Governor Jack Markell to a three-year term on the State of Delaware's Board of Accountancy. Susan is also a member of the American Institute of Certified Public Accountants, the Delaware Society of Certified Public Accountants, and the Wilmington Tax Group, where she has served as president and treasurer.

Phone: 302-442-6210

Email: sbenson@danielstansey.com

Sarah E. Bolen

Sarah E. Bolen

Senior Associate

Sarah Bolen joined Daniels + Tansey in 2014 and is currently a Senior Associate working across the financial advisory and tax business lines. In her role, Sarah focuses in financial planning, matrimonial services and tax-related support for advisory clients.

Sarah has over 7 years of experience in the financial services industry. Previous roles have focused in tax preparation and planning, financial planning and middle office operations.

Sarah graduated from the University of Delaware, earned a Masters in Taxation from Goldey-Beacom College and is a Certified Divorce Financial Analyst (CDFA).

Phone: 302-425-0806

Email: sbolen@danielstansey.com

Christopher F. Daniels

Christopher F. Daniels

Partner

Kit Daniels is a Partner focused within Daniels + Tansey’s financial advisory group. In this capacity, Kit concentrates primarily on financial planning and oversees the firm’s family office relationships. He is also accountable for internal operations and management.

Kit has over 40 years of experience in wealth management. Wanting to expand services beyond insurance sales, Kit has grown his firm (organically and through acquisition) to the Daniels + Tansey ensemble that exists today. His career is the story of our firm.

Kit is a University of Delaware alum and holds designations as a Chartered Financial Consultant (ChFC) and Accredited Estate Planner. He is a member of the Financial Planning Association, the Estate Planning Council of Delaware and the Wilmington Tax Group. Kit also serves on the Professional Advisory Committee for the Delaware Community Foundation.

Phone: 302-442-6205

Email: cdaniels@danielstansey.com

Chris W. Daniels, CFA

Chris W. Daniels, CFA

Director

Chris Daniels joined Daniels + Tansey in 2016 and is currently a Director working across the investment management and financial advisory business lines. In this role, Chris helps clients to link their investment activities to an overall financial plan.

Before joining the firm, Chris was an Associate at JPMorgan Private Bank. As an Investment Specialist, he advised clients on portfolio construction and investment solutions across public and private asset classes.

Chris is a member of the Philadelphia Society of Financial Analysts, a graduate of the University of Miami, and a CFA ® charter holder. He currently serves as a member of the Finance Committee for the Nativity Preparatory School of Wilmington.

Phone: 302-442-6206

Email: cwdaniels@danielstansey.com

DeVon W. Daniels

DeVon W. Daniels

Partner

DeVon Daniels is a Partner focused within Daniels + Tansey’s financial advisory group. She works with individuals and families to develop and implement comprehensive wealth management strategies. DeVon also specializes in matrimonial consulting, both for pre-marriage and for divorcing couples, where she works with legal counsel to reach equitable agreement.

DeVon has over 35 years of experience in wealth management. Wanting to expand services beyond insurance sales, DeVon has grown her firm (organically and through acquisition) to the Daniels + Tansey that exists today. Her career is the story of our firm.

DeVon is a graduate of the University of Maryland. She is a Chartered Financial Consultant (ChFC), a Certified Divorce Financial Analyst (CDFA), an Accredited Estate Planner and a Chartered Life Underwriter. DeVon is a member of the Financial Planning Association, the Estate Planning Council of Delaware and the Wilmington Tax Group. She is also a Founder of The Fund for Women and serves on the Board for the Nativity Preparatory School of Wilmington.

Phone: 302-442-6207

Email: ddaniels@danielstansey.com

T. Jordan Daniels

T. Jordan Daniels

Senior Associate

Jordan Daniels joined Daniels + Tansey in 2016 and is currently a Senior Associate. Jordan works with the firm's leadership to manage operations across all lines of business. He presses for logical structure, scalable processes and the development of our people.

Prior to joining the firm, Jordan was a Manager at PwC Advisory. He has worked with Fortune 100 companies to define management frameworks, optimize their organizational alignment and deliver operational efficiencies.

Jordan received a degree in Economics from Haverford College and holds a FINRA Series 65 license.

Phone: 302-442-6208

Email: jdaniels@danielstansey.com

Dana Leslie

Dana Leslie

Senior Associate

Dana Leslie is a Senior Associate focused within Daniels + Tansey's tax group. In her current role, Dana is responsible for annual tax returns, manages client bookkeeping and supports family office administration.

Dana has over 16 years of experience as a tax preparer and bookkeeper in Delaware. She has spent her accounting career with Ann Taylor Tansey & Company, an affiliated CPA firm, and now with Daniels + Tansey. Before joining Ann Taylor Tansey in 1999, Dana worked as a Data Processing Manager for firms in California and Colorado.

Dana earned a degree in Business from Goldey-Beacom College.

Phone: 302-442-6204

Email: dleslie@danielstansey.com

Adele P. McIntosh, CPA

Adele P. McIntosh, CPA

Partner

Adele McIntosh is a Partner within Daniels + Tansey’s tax group. She is responsible for identifying and implementing efficient tax strategies, overseeing annual returns and providing counsel for matrimonial consulting.

Adele has over 20 years of experience providing tax, accounting, and auditing services to individuals, families, and small businesses. She has spent her career with Ann Taylor Tansey & Company, an affiliated CPA firm focused in attestation, and now with Daniels + Tansey.

Adele earned a degree in Accounting from the University of Delaware, is a Certified Public Accountant (CPA) in the state of Delaware and a member of the American Institute of Certified Public Accountants. She is actively involved with the Rotary Club of Brandywine, serving as president and treasurer.

Phone: 302-442-6201

Email: amcintosh@danielstansey.com

Kim Peralta

Kim Peralta

Associate

Kim Peralta is our Office Manager at Daniels + Tansey. In this role, Kim is responsible for firm-wide administration and supports various operational activities.

Before joining Daniels + Tansey in 2013, Kim worked for 10+ years at Sunoco in Philadelphia. Previous roles included: Product Manager, where she managed all aspects of client orders; Administrative Assistant, where she supported the Vice President as well as a 10 person sales team.

Kim is a graduate of Pierce College.

Phone: 302-442-6211

Email: kperalta@danielstansey.com

Polei Warnke, CPA

Polei Warnke, CPA

Senior Associate

Polei Warnke joined Daniels + Tansey in 2006 and is a Senior Associate within our tax group. Her current role includes preparation and review of annual tax returns, bookkeeping for investment partnerships and special projects as needed.

Polei is a Certified Public Accountant (CPA) in the state of Delaware, with more than 10 years of working experience. Prior to her career in accounting, Polei spent 17 years in the oil and gas industry. Various roles included: engineering; project finance and economics; reserve evaluation and reporting; business development; joint venture structure and analysis.

Polei earned a degree in Petroleum Engineering from Texas A&M University, a Masters in Liberal Arts from Houston Baptist University and took classes at the University of Delaware to fulfill CPA requirements.

Phone: 302-425-3623

Email: pwarnke@danielstansey.com

John L. Blair, Jr.

John L. Blair, Jr.

DT Investment Partners

John Blair is a co-founder of DT Investment Partners, which was formed in 2011 to separate investment management from Daniels + Tansey’s financial advisory and tax services. He currently serves as a Managing Director of Client Relations and Marketing, where he has overall responsibility for developing and maintaining all aspects of client relationships across DT Investment Partner’s diverse client base.

John has over 20 years of experience in the investment management industry. His previous roles have included: Vice President and Portfolio Manager with The Haverford Trust Company, where he was responsible for client relations and for product distribution to leading brokerage firms; Vice President with Wachovia Bank, where he was responsible for sales and marketing in Chester and Western Delaware Counties.

John earned a degree in Economics from Millersville University and holds a FINRA Series 65 license.

Jonathan D. Smith, CFA

Jonathan D. Smith, CFA

DT Investment Partners

Jon Smith is a co-founder of DT Investment Partners, which was formed in 2011 to separate investment management from Daniels + Tansey’s financial advisory and tax services. As the Chief Investment Officer, Jon directs and monitors DT Investment Partner’s investment philosophy and processes. He is responsible for establishing long-term strategic asset allocation benchmarks, implementing client-specific allocations, and managing tax-free fixed income portfolios.

Before joining Daniels + Tansey in 2008, Jon served as Vice President and CIO of Fixed Income at The Haverford Trust Company, and as President of Andres Capital Management. Jon’s diverse experience also includes performance measurement and attribution with DuPont Capital Management, and strategy consulting with PricewaterhouseCoopers.

Jon is a graduate of Thomas Jefferson University, earned an MBA from the Wharton School of the University of Pennsylvania and is a CFA ® charter holder. He is a member of the Association for Investment Management and Research, and of the Philadelphia Society of Financial Analysts.

Andrew C. Zimmerman

Andrew C. Zimmerman

DT Investment Partners

Andy Zimmerman is a co-founder of DT Investment Partners, which was formed in 2011 to separate investment management from Daniels + Tansey’s financial advisory and tax services. He currently serves as DT Investment Partner’s Chief Investment Strategist, where he is responsible for identifying and implementing tactical investment opportunities in line with strategic benchmarks. Andy runs all technical analysis as part of risk management processes, manages DT Investment Partner’s taxable fixed income strategies and has primary responsibility for its security selection decisions.

Andy has over 20 years of experience in the investment management industry. Previous roles have included: Vice President and fixed income Portfolio Manager with The Haverford Trust Company; Managing Director with Evergreen Investments’ Customized Fixed Income group; liquidity products trading at JPMorgan and a member of the bank’s ‘financial management education’ program.

Andy earned a degree in Economics from the University of Delaware and is a member of the Philadelphia Society of Financial Analysts.