Our Staff

I'm an LPL Registered Client Relationship Manager and Team Leader at Danielson Financial Group. I started in the financial services industry in 2003 after moving to Las Vegas from Wisconsin...

I was born in Las Vegas and graduated from UNLV with a degree in economics. I am happily a LPL Client Relationship Manager at Danielson Financial Group, helping clients achieve their financial goals. I have been a licensed securities...

I was born and raised in Southern California and spent six years in the U.S. Navy where I was stationed in Florida, Idaho, Washington and Hawaii...

I am the Director of Operations at Danielson Financial Group.  Although relatively new to the group, I have worked in the Financial Services industry (specifically for LPL Financial) since 1999.  I have experience in managing a team and ...

As an Administrative Assistant, I bring over 25 years of office support and management experience to the firm, along with a focus on bookkeeping, data entry, and strong customer service...

I recently joined the team last year as the newest administrative assistant.  I assist the team in any way possible, including preparing for client portfolio reviews.  Even though I'm new to the world of finance, I have over 15 years...

I joined the team last year as the newest Director of Operations at Danielson Financial Group!  Although relatively new to the group (I joined the team in September 2022), and brand new to the world of financial planning, I have...

I graduated with a degree in Philosophy, and I have over 20 years of management experience, much of it managing support departments which usually included file and storage operations. I've been apart of...

I joined Danielson Financial Group in 2015 as a Client Services Manager. I have over 18 years of administrative and customer service experience. I've worked in many diverse professions including the retail...

I joined Danielson Financial Group as an LPL Registered Relationship Manager in 2020. I hold my Series 7, 66 and 63 securities licenses through LPL Financial...

I joined Danielson Financial Group in August 2020 as a Client Services Manager.  I have been in the securities industry for 9 years with over 20 years of experience in customer service...

I love being a team member of Danielson Financial Group. In September 2019, I joined as a Client Service Manager and assistant to Keith Lund. I bring many years of experience as a loan closer and auditor in the mortgage loan business...

I grew up in Northern Utah and spent my youth in the mountains and foothills, hiking in the summers and skiing in the winters. After spending two years in Peru...