Dani Blanchard, CFA
As an Investment Advisor, I enjoy meaningful conversations with financial professionals. Daily, I share investment strategies and build investment allocation recommendations for individuals, institutions, and non-profits. My goals are simple: understand before recommending and execute consistently.
Every client has a different goal–and that’s a good thing. We work together to navigate interests like retirement income planning, lifestyle sustainability, and multi-generational legacy planning. When it fits, we add a little spice.
Many people are afraid to ‘get investing wrong.’ But the process doesn’t have to be confusing. We work on it like a puzzle; methodically, proactively, and we revisit it as life changes. It works because we value patience, connection, and transparency.
Sure, degrees and certifications are rewarding. But my BA, MBA, and CFP® pale in comparison to my role as a M-O-M. It is the hardest–but most fulfilling job in the world.
“A client passed away and his daughter sent a note to us that her father had written on a Zevenbergen Capital notepad:
‘Work diligently, invest aggressively, be generous.’
That sums up what we are about. “