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meet

danny

CFP®

financial consultant

lawrence, ks

bio

Danny joined Intellicents in April of 2022 and serves as a Financial Consultant in Lawrence, Kansas.   Danny focuses on working closely with clients to create a multi-faceted financial game plan through investment management, tax planning, estate planning, and risk management guidance.   Prior to joining the team, Danny held roles as a Financial Advisor at Frontier Wealth Management and American Century Investments, and also worked as a Financial Planner at Creative Planning, LLC. Through these roles, Danny provided consultative investment and financial planning guidance to individuals and families across the country. Danny graduated Magna Cum Laude with a degree in economics from the University of Kansas and is a Certified Financial Planner (CFP®) professional.

education & certifications

Danny earned a Bachelors degree in economics from the University of Kansas and has previously passed securities exams:

  • Certified Financial Planner (CFP)

  • Series 7 - General Securities Representative

  • Series 63 - Blue Sky Securities Law

my idea of

living the dream

Having the means to be financially free and create amazing memories with my family.

dream job

this is my

Building deep relationships, helping clients make optimal decisions, and seeing clients realize their dreams is what I love about being in this business. Providing thoughtful advice goes beyond improving outcomes. My goal is to provide the clarity and guidance needed to help clients become increasingly active, intentional, and empowered in their financial journey.

this is how i

make it real

I enjoy fishing, golfing and spending quality time with my wife and four children.

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