CFP®, CIM®, CIWM, FMA, FCSI®, TEP
Director, Private Client Group | Portfolio Manager
Danny began his career as an investment advisor in 1988. He is one of the few wealth managers to become a portfolio manager in 2000, when he and a small number of progressive advisors embraced the use of Exchange Traded Funds (ETFs) and options strategies to help mitigate portfolio risks and enhance returns. Through the years, Danny has developed a complete suite of holistic strategies to help his clients reach their financial goals. From cash flow management and retirement planning to estate freezes and corporate restructuring, Danny’s wealth of experience and in-depth financial knowledge have helped hundreds of individuals and families achieve their financial goals. Danny and his team of professional advisors can help tailor a specific plan to optimize the result in reaching each of our client’s goals, whether it is for individuals, families, or business owners. More importantly, Danny recognizes that wealth management is not just about investing, it’s about strategic planning to reflect each client’s unique circumstances and dreams.