Skip to main content
Back to Team

Danny Humphrey

Executive Partner

Danny Humphrey has spent more than 30 years in the financial services industry, helping households improve their financial well-being through a deeper understanding of employer benefits and more informed financial decision-making. He brings extensive industry experience and an education-first approach, translating complex financial concepts into practical, actionable strategies.

Throughout his career, Danny has worked closely with employers of all sizes to deliver financial education through workshops, webinars, and one-on-one guidance. He has supported thousands of individuals and families across the five core pillars of household financial planning: savings, investments, insurance, taxes, and estate planning. His philosophy centers on empowering individuals with the knowledge and clarity needed to make confident, long-term financial decisions.

Danny’s background includes leadership and advisory roles with organizations focused on education-driven financial guidance, including Mutual of New York, The Connecticut Group, AXA Financial, FFG, Financial Guard, HealthEquity, Global View Capital Advisors, DriveWealth, and Wealth Foundations Partners.

He attended Brigham Young University and resides in Highland, Utah with his wife, Melinda. Together, they enjoy spending time with their children and grandchildren.

Ready to Get Started?

Schedule a free virtual consultation with our team.

Book a Free Zoom Session