DANLEY & ASSOCIATES

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Bryce Danley

Bryce Danley

CFP®

Private Wealth Advisor

Managing Director
Visit Bryce Danley's website
Billy Yarbrough

Billy Yarbrough

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Visit Billy Yarbrough's website
Brooks Danley

Brooks Danley

Financial Advisor

Associate Vice President
Visit Brooks Danley's website

Team

Dustin Logan, CIMA<sup>®</sup>, CFS<sup>®</sup>

Dustin Logan, CIMA®, CFS®

Registered Operations Leader,

Financial Planning Specialist

Qualifications

  • B.S. in Criminal Justice from the University of Georgia
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 6 - Investment Company/Variable Life Contracts Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • TX Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Dustin has been with Ameriprise since August of 2008.
  • Dustin plays a vital role in the financial plan development, client service meetings, securities trading, and portfolio design.
  • Dustin coordinates the quarterly investment review for our research team and other DFW Ameriprise advisors.
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Karen Wollam

Karen Wollam

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • B.B.A. in Finance, University of Texas at Arlington
  • United States Navy Veteran
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 63 - Uniform Securities Agent
  • FINRA Series 66 - Uniform Combined State Law Agent
  • TX Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Karen has been in the financial industry for the last four years.
  • Karen is responsible for the practice calendar, provides support for appointment and application preparation, money movement and security transfers.
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Laurie Hoshauer

Laurie Hoshauer

Client Service Associate,

Client Relationship Specialist

Qualifications

  • Bachelor of Science from Grove City College in Pennsylvania

Roles & Responsibilities

  • Laurie provides administrative and client contact support for our team.
  • Laura handles all insurance applications and implementation.
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Jody Phifer

Jody Phifer

Client Service Associate,

Financial Planning Assistant

Qualifications

  • B.S. in Finance from Texas A&M University

Roles & Responsibilities

  • Jody completes and sends Bryce's summary letters after each client meeting.
  • Jody schedules and tracks financial planning documents for the team.
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Kelli Johnson

Kelli Johnson

Registered Client Service Associate,

Marketing Specialist

Qualifications

  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 24 - General Securities Principal
  • TX Insurance - Life, Health & Variable Annuity

Roles & Responsibilities

  • Coordinate client events, seminars and marketing events for the practice
  • Schedule and maintain client and prospective client contact log
  • Aids in providing administrative client contact support for the practice
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