Since joining Danielson financial group in 2002, LPL Investment Advisor Representative, I have dedicated my career to servicing the wealth management needs of families and individuals. While I work with a wide array of clients, I am well versed in the specialized needs of business owners, entrepreneurs, and the complexities of multi-generational wealth transfers.
I provide guidance and serve as an educator to ensure each client’s unique situation is met with a clear financial vision. My tactical approach to portfolio management ensures I spend the time to understand the needs and preferences of my clients. Through the process of annual reviews, I work with them on developing a strategic methodology in achieving their goals.
My extensive expertise has garnered recognition on a national level. I was awarded Forbes “Best-In-State Wealth Advisors” in Nevada for 2023 and 2022. I was also named as one of Forbes “Top Next-Generation Wealth Advisors” for 2019, 2018 and 2017. I was also recognized by LPL Financial and was a member of Chairman’s Club for 2022 and 2021. (This distinction is based on annual production ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), one of the nation’s largest broker-dealer*, and is awarded to less than 4% of the firm’s approximately 21,000 advisors nationwide.) I was also a member of LPL Financial Patriots Club in 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012 and 2011.
I am a native of Ohio, where I completed a double major – a Bachelor of Arts in Finance and a Bachelor of Science in Computer Information Systems – from Ohio Dominican University in Columbus, Ohio. As a previous competitive soccer player, I now share my passion as a youth soccer coach. I enjoy traveling around the world and creating family memories with my wife Kim, and our three sons, Benjamin, Christopher, and William.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.