DANLEY & ASSOCIATES

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Bryce Danley, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Bryce Danley

CFP®

Private Wealth Advisor

Managing Director
Visit Bryce Danley's website
Billy Yarbrough, Private Wealth Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Billy Yarbrough

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Visit Billy Yarbrough's website
Brooks Danley, Financial Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Brooks Danley

CRPC®

Financial Advisor

Associate Vice President
Visit Brooks Danley's website

Team

Sean McCauley

Sean McCauley

Paraplanner

Qualifications

  • CFP®, AAMS®
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Kyler Nielsen

Kyler Nielsen

Paraplanner

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.
  • Laurie handles all insurance applications and implementation.
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Matthew Hanvey

Matthew Hanvey

Paraplanner

Christina Wilson

Christina Wilson

Client Service Specialist