Daniel Boehm

Daniel Boehm, a Financial Advisor with Cohan Insurance Group, is dedicated to helping individuals, families, and business owners build thoughtful, long-term financial strategies. A native of Sugar Land, Texas, Daniel understands the meaningful impact that a well-structured financial plan can have across generations. Having watched his father grow a family-owned business, he brings a personal appreciation for the challenges and opportunities business owners face.

In June 2026, Daniel joined Cohan Insurance Group, Inc. as an Associate Partner, where he collaborates with an experienced team to deliver creative ideas and strategic solutions to clients. His work focuses on enhancing retirement and business planning strategies, helping clients navigate complex financial decisions with clarity and confidence.

Daniel takes a relationship-driven approach, prioritizing a deep understanding of each client’s goals, values, and long-term vision. By combining personalized guidance with thoughtfully designed strategies, he helps clients make informed decisions aligned with both their immediate needs and future objectives.

He is passionate about improving financial literacy and empowering clients to feel confident in their financial future. Through ongoing collaboration and strategic planning, Daniel works to support long-term financial independence and stability.

Daniel earned his Bachelor’s degree in Personal Financial Planning from Texas Tech University.

Outside of the office, he enjoys spending time with his fiancé, Courtney, and is actively involved in the community through the Rotary Club. Guided by the principle of “Service Above Self,” Daniel is committed to making a meaningful impact both professionally and locally.