About McDaniel & Register

Doug McDaniel, CPA, CFP and Chris Register, CFP are financial advisors associated with EFP Advisors, Inc., an SEC Registered Investment Advisor.  Doug is a lifelong Mississippian and Chris is a native of England.  Their unique partnership dates back to Chris’s college days when he interned for Doug in the summers and ultimately culminated in the formation of McDaniel & Register in 2009.

Having been associated with a Wall Street and a regional brokerage firm, as well as an independent and a boutique wealth management firm over his 30 year career, Doug envisioned a firm totally dedicated to the needs of the client.  In describing their mission, Doug says “Our goal is understand your financial hopes, goals and desires and do our part to get you there.  To the extent we are able to do this, we have accomplished our mission”.

Their practice consists of two areas.  First is investment management and financial planning for clients with portfolios ranging from $50,000 to $10,000,000.  The second area of practice is serving as a 401k investment consultant for plans ranging in size from $4,000,000 to $40,000,000.

 


doug

Doug McDaniel CPA, CFP®

For over thirty years, Doug has been working with clients to help fulfill their financial dreams. President of McDaniel & Register, Inc., Doug and his team oversee in excess of $100 million in assets under management and administration.

Doug has been employed by several companies throughout his career.  Most notably, Doug was President of EFP Wealth Management.  Under his leadership, EFP was twice awarded the ‘Fast 40’ award which recognizes the fastest growing private companies in Mississippi.

Doug has written financial columns for the Clarion Ledger, the Mississippi Business Journal, Jackson Christian Family, and New Man magazine.  In addition, he hosted a weekly radio program entitled ‘Focus on Investments’ as well as a series of seminars entitled ‘How to Survive in Today’s Economy’.  Doug has also appeared on the local NBC affiliate to give market insight. Doug was also the recipient of the ‘Top 40 under 40’ award given by the Mississippi Business Journal.

Doug has served as Chairman of the Board of Jackson Preparatory School and  Young Business Leaders in Jackson.  Doug played a key role in the founding and growth of a number of organizations in Mississippi, including Crown Financial Ministries, Young Business Leaders, and the Mississippi Center for Public Policy.  Doug has served on the University of Mississippi Business School Advisory Board.  In addition, he has served as an officer on the boards of the Metro YMCA, the Financial Planning Association of Mississippi, and the First Presbyterian Day School parent’s association.

Doug and Anne attend First Presbyterian Church (PCA), where Doug serves as a Deacon.  Doug and Anne are the parents of three children.


chris

Chris Register CFP®

Chris was born and raised on the southeastern coast of England.  A lifelong dream to play college golf led him to the United States.  Both academic and athletic success followed, as Chris attended Jackson State University and graduated first in his class with a major in finance. Chris served as captain of his college golf team which won the conference championship each of Chris’s four years there.

Having developed an interest in investments and financial planning, Chris interned during college at EFP Wealth Management in Jackson.  It was there that Chris and Doug McDaniel began to work together which ultimately led to their formation of McDaniel & Register.  Having graduated Magna Cum Laude from college, Chris completed Florida State University’s financial planning program and became a Certified Financial Planner®.  Today, Chris serves as Vice President of McDaniel & Register.

Chris is married to the former Chiali Lee of Clinton, Mississippi.  Chris and Chiali have four children, Jolie, James, Owen and Emma.


ashley

Ashley Snyder

Originally from Paducah, Kentucky, Ashley moved to Jackson to attend Millsaps College.  While as Millsaps, Ashley received numerous awards and honors, including membership in ODK and Order of Omega.  She graduated from Millsaps Magna Cum Laude with a degree in Business Administration and later earned her MBA.  She was a member of Delta Delta Delta Sorority and was elected Homecoming Queen.

After college, Ashley joined EFP Wealth Management in Jackson.  Today, Ashley is a Client Service assistant with McDaniel & Register.  Ashley and her husband, Brett, have two children, Jackson and Amelia.


cynthia

Cynthia Leonard

Cynthia is a native of Jackson.  She serves McDaniel & Register as an Executive Assistant.  Prior to coming to McDaniel & Register, she served in a similar capacity for several local companies for over 30 years.  She is the proud mother of two daughters, Julie and Leigh Ann, as well as five grandchildren.