My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in the Mandeville office. Joining with Doug Tate, financial advisor at Benjamin F. Edwards & Co, we formed Danielson-Tate Wealth Management where our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Prior to that I served nine years as a Commissioned Officer in the U.S. Air Force.
When I’m not working, I like to spend time with my wife, Stephanie, and our five children—Gabrielle, Elise, Austin, Reid and Marie Claire. I love to travel with my family to the beach and play golf a few times a year. I am deeply committed and involved in my community where I am actively involved in numerous service organizations. In addition, I’m an avid fan of the New Orleans Saints football team and an aspiring guitar player.
Areas of Concentration
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Income Strategies
- Retirement Planning Strategies
- Wealth Management
- University of Alabama; Master of Arts Degree in Sports Fitness Management
- University of Alabama; Bachelor of Arts Degree in Communications/Public Relations
My Community Activities
- Kiwanis Club; Member
- Lakeview Regional Medical Center; Board Member
- Tammany West Chamber of Commerce, Recreation District #1; Board Member