Making the Complex Simple.
“I feel that I add value to our clients by interacting through educational presentations to better help them plan for retirement.”
Danny has worked in the securities industry for seventeen years with fifteen of them being with Carson Wealth. His financial practice includes all areas of wealth management planning. Danny provides all ongoing education seminars for retirement plans including enrollments. He also provides needs based financial planning for employees in regards to their retirement plan.
Danny obtained his bachelor in business administration and health and physical education from Northwestern Oklahoma State University.
Danny and his wife, Jan, have two daughters and enjoy spending time together as a family.
Best piece of financial advice received:
Start early, save a lot, and stay out of debt
“Adversity doesn’t build character, it reveals it.” – Unknown
Anything written by John Grisham
What Motivates Danny:
Something on Danny’s bucket list:
Travel the Mediterranean