- CFP® CERTIFIED FINANCIAL PLANNER™
8350 Broad Street
Tysons, VA 22102
Danny is a Financial Advisor at KFA Private Wealth Group. After studying and receiving a Bachelor of Arts in Economics from the University of Michigan in 2016 (Go Blue!), Danny began working in the wealth management industry at Morgan Stanley. After realizing that working at an independent firm was more aligned with his standards of client-first financial advice, he joined Heritage Investors Management Corporation in Bethesda. There, he worked closely with families, business owners, and non-profit organizations to counsel them in various aspects of their financial planning, and completed his Certified Financial Planner certification.
“Perfection is lots of little things
—Marco Pierre White
Danny’s background playing competitive sports shaped his belief that achieving success in any endeavor comes as a result of thoughtful planning and preparation. He loves meeting new people, hearing their stories, and building lifelong relationships. He is dedicated to providing unbiased financial advice and the highest level of service. Danny believes that understanding his clients on a personal level allows him to create a unique plan that most effectively meets their needs. His ultimate hope is to provide his clients with the confidence and security to live their lives to the fullest.
Danny enjoys playing golf, cooking, and spending time with friends and family. He resides in Rockville, Maryland with his fiancè, Emily and their dog and cat.