TEAM LEADER & LPL REGISTERED CLIENT RELATIONSHIP MANAGER
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. Since then, I have earned my Series 7 and 66 registrations held through LPL Financial, a bachelor's degree in finance, and I now have over a decade of experience in serving clients. Since joining the Danielson Financial Group team in 2007, my favorite part of being on the team has been helping advisors create financial plans to provide clients with the clarity needed to work toward their financial independence goals. I also enjoy delivering great service to clients.
Outside of the office, I keep busy by exercising, writing, reading, and learning new languages. I love animals (especially cats!) and will probably remember your pets' names and ask you how they're doing!