Our Advisors

debbie danielson

Deborah L. Danielson
CFP®, CFS®, MSFS

Deborah Danielson is President and owner of Danielson Financial Group. The Las Vegas native has built a solid record of accomplishments and a reputation for excellence among her clients and colleagues. An investment professional since 1981, Ms. Danielson is a CERTIFIED FINANCIAL PLANNERTM, professional and Certified Fund Specialist – the first woman in the state of Nevada to achieve the professional designation -- and has a Master’s of Science in Financial Services. She maintains securities registrations with LPL Financial.

Ms. Danielson employs a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s financial goals, time frames and risk tolerance. In recognition of her extraordinary efforts, Ms. Danielson was awarded the 1st Distinguished Endeavor Award by Distinguished Women & Men in Nevada, October 2014; named one of the Top 1200 Financial Advisors nationwide by Barron’s Magazine February 2014 & 2015* and #2 in the State of Nevada*, one of the Top 1000 Financial Advisors nationwide by Barron’s Magazine February 2009, 2010, 2011, 2012 & 2013*; named one of the Top 100 Independent Financial Advisors by Registered Rep Magazine, August 2008, 2009 & 2010*1; named #7 of the Top 50 Independent Broker/Dealer Women Advisors in the U.S. by Registered Rep in 2011*1; named one of the Top 100 Women Financial Advisors by Barron’s Magazine, June 2008, 2009, 2010, 2011, 2012, 2013 & 2014*, and named by Goldline Research, as reported in Forbes Magazine, one of the 5 most Dependable Wealth Management Firms in the Southwest U.S.*2 Ms. Danielson has been a guest on FOX Business, CNBC Squawk on the Street and Power Lunch and BNN. She has appeared on newscasts live from the floor of the NASDAQ and the New York Stock Exchange.

Ms. Danielson also is an accomplished writer. She co-authored The Expert’s Guide to Financial Planning, published in 1987 and contributed to Big Vision, Small Business…The Four Keys to Finding Success and Satisfaction as a Lifestyle Entrepreneur, published in 2001. Ms. Danielson, sought after for advice, has been published in Money Magazine, The Wall Street Journal, Dow Jones Wire, Bloomberg, and has appeared on local and national news and radio shows. She has served as the Financial Editor for Nevada Woman magazine since July 1995 and its replacement magazine LV Woman since 2008. Ms. Danielson is actively involved in the professional association, International Women’s Forum (IWF), and has been acknowledged for her leadership contribution. She was a founding member of the National Association of Women Business Owners, Southern Nevada Chapter; the past President and former board member of the Las Vegas Chamber of Commerce; and the past President of the Financial Planning Association (FPA) Las Vegas Chapter.

Ms. Danielson obtained her WSET (Wine & Spirit Education Trust) Advanced Certificate, level three in pursuit of the Masters of Wine designation. She and her husband have raised three children and are now the proud grandparents of four wonderful grandchildren. Deborah is an avid traveler and enjoys collecting wine for her 3000 bottle wine cellar.

*Barron’s Top 1200 Financial Advisors, Top 1000 Financial Advisors and Top 100 Women Financial Advisors are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
*1Awards based on assets under management.
*2Award based on client references, experience, advanced certifications and services offered among other factors.

debbie danielson

Deborah L. Danielson
, CFS®, MSFS

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michael carpenter

Michael D. J. Carpenter
CFS®
LPL Investment Advisor Representative

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Keith Lund

Keith C. Lund CRPC®
LPL Financial Advisor
LPL Registered Representative

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Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. (c) 2010 Danielson Financial Group.
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