165 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE provide pathways for lifetime tax minimization and increased retirement spending. Mr. Byles-Smith has spoken about this unique discipline planning to local organizations, giving expert insight to other local professionals. In addition, his role has included handling taxation, compliance, planning and investment strategy for the company internally, while ensuring the tax results they produce match what is expected. He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, Western New York Estate Planning Council and Financial Planning Counselors of Western New York, where he is a board vice president. Mr. Byles-Smith also operates a small farm with his family in Hamburg, New York, where they raise alpacas, goats and other animals. Dedicated to civil advocacy, he previously served on the board of multiple nonprofit organizations. He began his career in public accounting as a senior tax associate with Miller, Cooper and Co. Ltd. in 2009 and served as a senior accountant with Chiampou Travis Besaw and Kershner LLP in 2011. He then served as a tax manager for Freed Maxick CPAs, P.C. in 2013 until becoming a tax director for Waterford Advisors LLC in 2016. Mr. Byles-Smith earned a BS in accounting and economics from Purdue University in 2009. He then attained an MS in taxation from Northeastern University in 2016. Well-qualified in his field, he is a certified public accountant and Certified Financial Planner. In the coming years, he intends to continue developing robust and innovative combined discipline planning strategies with his team. He and his colleagues take pride in running a company that holds integrity and honesty as the highest priority. He plans to continue educating himself to provide better services to his clients and educate rising generations of professionals to become future leaders. Leveraging over a decade of excellence in tax and investment planning, Daniel R. Byles-Smith has earned distinction as a principal for Waterford Advisors LLC. Since 2016, he has focused on developing an integrated retirement planning process, combining the fundamentals of longterm tax planning with both deterministic and stochastic retirement plan modeling, which DANIEL R. BYLES-SMITH PRINCIPAL Waterford Advisors LLC Orchard Park, NY
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