Your financial future – I can help you envision it, plan it, and prepare for it.

Background

Danny has been in the insurance and financial services industry since 2015. He specializes in family financial planning, business owner financial planning, and corporate retirement plans. Through in-depth need analysis, Danny aims to empower his clients to establish long-term financial objectives and identify potential roadblocks. Together they create a financial roadmap designed to weather any storm.

Popular Strategies

• Retirement Planning and Wealth Accumulation Strategies
• Executive Benefit Strategies
• Informal Business Valuation
• Life Insurance & Disability Income Insurance
• Long Term Care Insurance

Education & Credentials

Danny has his FINRA Series 6, 7 & 66 securities registrations as well as his Life, Accident, Health, & Variable Annuity Insurance Licenses. Danny is a graduate of Alderson Broaddus University with a degree in Business Administration and Marketing. 

Interests

Danny and his wife reside in Macomb, MI. He enjoys spending time with his family, playing sports, reading nonfiction, and working around the house.

3745780-072024