Daniel Rogowski is Chief Executive Officer and Managing partner of Harman Rogowski & Associates. He oversees the management committee determining corporate strategy, and is responsible for forecasting economic activity.
In 2013, Daniel left Merrill Lynch and Bank of America, where he was a financial advisor, to found the independent registered investment advisory firm Legion Wealth Management. Legion Wealth specialized in advising corporations on defined contribution plans.
Prior to working for Merrill Lynch/ Bank of America Daniel had worked in banking and lending, including positions with IBM Federal Credit and University Federal Credit Union.
In 2019, Legion Wealth Management partnered with the accounting firm John Harman CPA, PLLC to found Harman Rogowski & Associates. Harman Rogowski & Associates offers a range of financial services in investment management, serving corporate retirement plans, individuals & families, and other financial entities.
Daniel obtained the rank of Eagle Scout in the Boy Scouts of America while attending Vista Ridge High school in Cedar Park, Texas, where he played two instruments, led multiple academic organizations, and participated in varsity athletics.
Daniel graduated from Harvard University in Cambridge, MA with a Bachelor of Arts degree with a field of study in economics cum laude. He initially planned on attending medical school, and to continue working in banking and finance to cover education costs. However the more he worked in the financial industry the more he was convinced that the market was desperately in need of an unbiased independent advisory firm to look after the wellbeing of working class Americans. He changed his field of study to economics, seeking to complement his financial work experience with a formal education on the factors that drive the global economy. He took a particular interest in studying emerging markets, and the impact of interest rates and monetary policy. Daniel currently attends Rice University in Houston, TX pursuing an MBA.
During his employment with Merrill Lynch, Daniel successfully completed the series 7, series 65, and series 63 examinations. He completed Accredited Investment Fiduciary (AIF) training through Fi360. Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Daniel remains active in the community by attending local charity events and networking. For his Eagle Scout project he planned, arranged funding, and coordinated a building addition to Lago Vista Paws Animal Shelter. He has spent a significant amount of time volunteering for animals shelters in the Austin area. He first began volunteering with his grandfather, John E. Peterson, a World War II veteran, lay minister in the Episcopal church, and engineer who attended the University of Missouri. Together they volunteered for Habitat for Humanity in Fredericksburg and Kerrville, Texas, where Daniel spent much of his childhood, While his grandfather passed in 2014, he remains very close with his grandmother, a retired federal employee who attended the University of Wisconsin and Marquette University. Daniel credits his academic success and desire to do the best that he can for each client as a product of his upbringing.
He married his wife Sierra in August 2015, and they reside together in McKinney, just north of Dallas. Daniel enjoys golfing in his free time, and is a member of TPC Craig Ranch Country Club and the Harvard Club of Boston. Daniel and Sierra are proud parents of a one year girl named Sloane. Sierra refinishes antique furniture in her spare time and is a stay at home mom. Together Daniel and Sierra attend First United Methodist Church in McKinney, whose Pastor Dr. Thomas Brumett presided over their wedding.