For over 20 years, Danny has partnered with clients to align finances with their life purpose. His empathy and plain-talk expertise creates an engaging partnership that instills clarity and calm surrounding finances. He brings a broad knowledge base of investments, modeling financial scenarious, tax and retirement planning, along with a unique niche in small business retirement plans and investment properties. Danny holds a finance degree from Pacific Union College and earned his CERTIFIED FINANCIAL PLANNER™ designation through the College for Financial Planning.
Danny and his wife, Jillian, have taken a special interest in nonprofit work in the Redlands and Loma Linda communities. Danny serves as President and past Treasurer of Redlands Community Foundation, Board member for Redlands Bowl Performing Arts, Appointed member of the San Bernardino County Treasurer Oversight Committee, Board member for Southeastern Conference of SDA Endowment and a former City Planning Commissioner.
In his free time he enjoys coaching youth sports with his two daughters, skiing, outdoor wilderness areas and his church community