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
Lindsay Denecker
TEAM LEADER & LPL REGISTERED CLIENT RELATIONSHIP MANAGER
Lindsay@DanielsonFinancialGroup.com
Lindsay Denecker is a LPL Registered Client Relationship Manager and Team Leader at Danielson Financial Group. After a successful career in retail, restaurants, and banking, she started in the financial services industry in 2003 after...
Marty Kulezsa
LPL REGISTERED CLIENT RELATIONSHIP MANAGER
marty@DanielsonFinancialGroup.com
Marty was born and raised in Southern California and spent six years in the U.S. Navy where he was stationed in Florida, Idaho, Washington and Hawaii. After being honorably discharged as an Engineering Laboratory Technician on...
Jay Pieper
LPL Registered Client Relationship Manager
jay@danielsonfinancialgroup.com
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...
Jen Brassard
Director of Operations
Jen@DanielsonFinancialGroup.com
Jen Brassard is Danielson Financial Groups Director of Operations. Although new to our group, she has worked in the Financial Services industry for over 22 years. Jen has experience managing a team and is known for her ability to tend...
Sherri Meyer
EXECUTIVE ADMINISTRATIVE ASSISTANT
Sherri@DanielsonFinancialGroup.com
Lyn Kaufman
ADMINISTRATIVE ASSISTANT
Lyn@DanielsonFinancialGroup.com
Jeanette Sanchez
CLIENT SERVICES MANAGER / ADMINISTRATIVE ASSISTANT
Jeanette@DanielsonFinancialGroup.com
Jennifer Barrios
LPL Registered Relationship Manager
Jennifer@DanielsonFinancialGroup.com
Kelly Morrison
Client Services Manager
Kelly@DanielsonFinancialGroup.com
Kelly Morrison joined Danielson Financial Group in August 2020 as a Client Services Manager. She has been in the securities industry for 9 years with over 20 years of experience in customer service and administrative assistant roles....
Carolee Bates
Client Service Manager
Carolee@DanielsonFinancialGroup.com