Our Staff
Our staff is dedicated to providing unparalleled service to our clients by assisting advisors in developing tailored strategies to manage our client’s financial future and financial independent goals. Come meet our very talented staff!
Staff
Carlene Barajas
LPL REGISTERED CLIENT RELATIONSHIP MANAGER
Carlene@DanielsonFinancialGroup.com
I have professional experience working with families in the areas of Investment Planning, Financial Services and, estate planning; offering clients the benefit of seamless execution of strategies and plan coordination with
Marty Kulesza
LPL REGISTERED CLIENT RELATIONSHIP MANAGER
Marty@DanielsonFinancialGroup.com
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...
Justin Elia
LPL REGISTERED CLIENT RELATIONSHIP MANAGER
I originally hail from a small farm in Southern Illinois, located approximately thirty miles away from St. Louis, Missouri. However, I moved to Las Vegas in 2014, where I have firmly planted my roots and come to consider this place my...
Jen Brassard
DIRECTOR OF OPERATIONS
Jen@DanielsonFinancialGroup.com
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 ...
Sherri Meyer
EXECUTIVE ADMINISTRATIVE ASSISTANT
Sherri@DanielsonFinancialGroup.com
Hired in 2013 as an Administrative Assistant, I bring over 30 years of office support and management experience to the firm, along with a focus on bookkeeping, data entry, and strong customer service...
Jeanette Sanchez
PROJECT MANAGER
Jeanette@DanielsonFinancialGroup.com
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...
Jennifer Barrios
LPL REGISTERED RELATIONSHIP MANAGER
Jennifer@DanielsonFinancialGroup.com
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...
Pearla Fernandez-Grier
DIRECTOR OF FIRST IMPRESSIONS
Pearla@DanielsonFinancialGroup.com
Yesenia Gonzalez
CLIENT SERVICES MANAGER
Yesenia@DanielsonFinancialGroup.com