Danny Krug serves as the firm's para-planner. In this position, he prepares all client documents and gathers information needed for the wealth advisors during client meetings. Each quarter, he reviews client portfolios with Dan and the advisors, executing any necessary rebalancing. Additionally, Danny manages client applications and onboarding processes.
Danny and his wife, Jessi, reside in Clarkston, MI, with their three children: Danny, Mason, and Reese. As a devoted family man, Danny frequently expresses how much his family means to him. He proudly shares that they are his biggest supporters, always cheering him on and inspiring him to strive for excellence in every aspect of his life.