Daniel Bierman serves as a Manager of Advisor Transitions for OneAscent, where he guides financial advisors and firms through a smooth and strategic transition into the organization.

He earned his B.S. in Business Management from Coastal Carolina University and began his career in finance at Vanguard. Prior to joining OneAscent, Daniel worked in an advisor transitions role at LPL Financial, gaining extensive experience supporting advisors through the onboarding processes.

Originally raised in Birmingham, Daniel spent his young adult years in the Carolinas and now resides in Charlotte, NC. Outside of work, he enjoys golfing, fishing, and spending time with family and friends. Daniel is also an active member of Church of the Apostles.