Designations and Licenses

Danny is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent with the IRS.

Experience and Education

Danny provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Danny was a financial planner at Jenkins Wealth. He started his investment career at Charles Schwab as an active trader and associate private client advisor, where he actively traded, developed and implemented financial/investment plans for clients.

Danny holds a bachelor’s degree in finance from the University of Northern Colorado.

Personal Interests

Away from the office, Danny enjoys traveling the world with his wife, golfing, baseball, and cooking for friends and family. Danny is an active member of the Financial Planning Association Colorado Chapter, a professional organization dedicated to supporting the financial planning profession and their clients.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.