With more than 15 years of experience in the financial services industry, Danny utilizes his diverse background to help create customized wealth plans for his clients. His knowledge in credit analysis, trust administration and investment management provides him a unique perspective to help individuals, business owners and organizations plan for their financial future. He enjoys developing a relationship of trust with his clients so that he can better understand their goals. He then collaborates with a team of professionals in order to create and execute an investment strategy that will help enable clients to achieve these goals.
He and his wife, Danielle, live in Sturgeon Bay with their five children. They cherish family time and enjoy many outdoor activities. They also value their community and are involved in many local organizations, with Danny serving as a board member of Door CANcer, Inc. and the Sturgeon Bay Youth Athletic Club.
