Danny joined Asset Management Group in 2012 and has been a financial advisor in the Chico area since 2006. His career started with Merrill Lynch in 2004 while attending school and continued with them as an advisor from 2006-2012. Dan specializes in working with small business, independent contractors, retirees, and services several retirement plans. He has a well-defined investment process and has built a team around his practice to facilitate comprehensive retirement, estate, tax planning. He also implements cash management strategies for his clients. Through extensive retirement planning and simplified client education, his clients approach retirement with confidence and understanding to avoid the constant fear that surrounds our media today.
Danny graduated with a degree in Business and Economics from Arizona State University in 2005. He is a current member of the Chico Central LL Board and participates in several other organization’s community events. Dan currently holds a Series 7 license and a Series 66 with LPL Financial.
Danny is married to his beautiful wife Taryn, and they have a daughter Elle, and son Luke.