Danny and his team of investment industry professionals combine their industry knowledge and capabilities with the resources of Summit Financial to provide a full range of wealth management services to corporate executives and their families. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Danny can help corporate executives integrate their corporate benefits into a long-term financial strategy.

With a degree in Technology from Bowling Green State University, Danny concentrates on developing financial strategies for high-net-worth individuals and business owners. Danny is a qualified Portfolio Manager who can help clients pursue their objectives by managing, on a discretionary basis, his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, and third-party investment strategies. Danny has his Certified Plan Fiduciary Advisor Certification, issued by the National Association of Plan Advisors.

Danny has one son and two daughters and lives in Cedar Ridge Airport, GA. His son is attending Princeton, one daughter is attending Alabama, and his other daughter is attending Arizona State. He volunteers for several charities, including Mercy Flight and Angel Flight.