LPL REGISTERED RELATIONSHIP MANAGER
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 hold an Associate degree in both Economics and Business Management. I currently am attending Colorado State University in pursuit of completing my Bachelors degree in Finance.
I previously worked as an independent Registered Investment Advisor representative with Raymond James Financial Services. I started my career in 2014 and I have a diverse background in operations and administrative procedures. I provide thorough insight and experience when preparing for client meetings and maintaining client relationships. As a member of the Investment Committee Board with my previous team, and now with the Danielson Financial Group, I am well versed in investment research. I assist financial advisor, Michael Carpenter in providing innovative solutions and strategies for his clients complex and comprehensive financial plans. I am also passionate in promoting Stroke awareness and I actively volunteer at my local hospital.
I enjoy being present with my family and spending time with my spouse. We both enjoy hiking with our two dogs and traveling as much as possible. I love running with my spouse, with him constantly reminding me that all he ever sees is the back of my head before I disappear!