I began my career in financial services in 1996. Before joining FDG in 2007, I spent time in both the banking and mortgage industry. Upon joining FDG, I formed a partnership with my father, Robert Daney Jr., who at the time had over 40 years of financial services experience, 22 of those years with Financial Design Group. Throughout our partnership, we pooled our talents and worked as a team to effectively help meet our clients' needs and desires. Dad retired in 2017, but I still called him several times a week to get his take on a strategy or just to pick his brain. Sadly, he passed away in 2024. His death opened my eyes to how important estate planning is to an overall financial plan. He had all the bases covered and has made the transition of life without my Dad easier for my Mom.
I am a hands-on advisor. I communicate with my clients several times each year. It could be an in-person meeting, phone call or virtual meeting, but I think it is important for my clients and I to have the same expectations and information.
My wife Lisa and I have a son in high school and daughter in college. We love taking pontoon rides on the lake as well as long walks with our beloved dog Ruby.
At Financial Design Group we pride ourselves on our "Legacy of Loyalty" to our clients. We are committed to providing individualized, intelligent, long term strategies to help solve your personal challenges and provide you with real results that can deliver a sense of well-being for generations to come.
PS…The plan is for my daughter Jeana, a Finance Major Senior @ The University of Dayton, to be the third generation of Daney advisors at FDG!
Graduate of University of Toledo.
Joined FDG in 2007.
Series 7 & 66 Registrations held through LPL Financial.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.