Our Qualifications

Danny D. Horn

Danny provides strategies for the accumulation, preservation and transfer of family wealth.

 

Danny is a security licensed IAR passing both the State Security Law Exams for series 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) and holds General Security Licenses Series 6 (Invetment Company and Variable Contracts Representative) and 7 (General Seurities Representative).

 

Danny is licensed in several states and is a member of the Ohio Bar Association as a paralegal and can help associated attorneys with your estate plan.

 

Shawn Swanson

Shawn is located in Columbus Ohio and has worked with Danny since 1997.

 

Shawn is an IAR and has 22 years of experience with a uniform combined State Law Exam series 66 (Uniform Investment Adviser - Combined State Law).

 

Shawn also has a General Industry/Products Exam Series 6 (Invetment Company and Variable Contracts Representative) and 7 (General Seurities Representative) and is also licensed in several states.