Well, there’s an existential question for reflection.
I pose this question not to discuss the meaning of our lives, but instead to share why I chose to join Prosperion Financial Advisors and build a practice as an independent financial advisor.
At the heart of the answer to this question, why am I here, are two things: People & Passion.
I’ll start with people: who I serve and who I serve with.
Maybe it’s just who I am or maybe it’s a credit to how my parents raised me (much more likely to be the latter), but I have always enjoyed helping people. Over the course of my career as a financial advisor, helping people through advice is how I receive the most joy. It is the satisfaction that comes from helping people find confidence in areas of their financial life that cause them confusion, stress, and anxiety. It is hard to imagine a more gratifying profession than one spent serving others to help maximize their available resources, ultimately resulting in peace and satisfaction for their family and themselves.
As an independent financial advisor, I am free to serve my clients however best serves them. There are no products to push or corporate metrics to meet. It’s all about the client. As Steve Booren, the founder of Prosperion Financial Advisors would say, our clients sign our paychecks.
That leads to who I serve with. We spend about a third of each day, and likely more than a third of our lives, working at our jobs. I, for one, want to spend those days surrounded by people that inspire me, teach me, push me and care about our work, and the people we serve, as much as I do. The team at Prosperion checks all those boxes. Our tagline embodies it best: Care beyond advice™.
Then, there is Passion. I can sum this up quite simply: I am a nerd.
An unabashed, proud, straight up NERD (my wife will happily verify this for you).
My inner nerd periodically geeks out on topics like baseball, golf, country music, the Marvel Cinematic Universe, etc. Almost daily, I find myself nerding out on some investing and personal finance topic.
Seriously. I can’t help it. Learning about an investment strategy or a financial planning topic excites me! It causes me to jump out of bed in the morning. As a lifelong learner, I feel so fortunate to have found a career that provides daily opportunities for studying intellectually stimulating topics.
Better yet, translating these experiences and lessons into stories and examples of how they can impact a client’s life and why they should care about it really fires me up. You may never fully share my excitement about investing in a portfolio of dividend growth companies, strategies to maximize Social Security benefits, or establishing a nuanced personal savings plan… and that is okay! I believe my passion for understanding and relating these topics to my client’s lives will provide them a personal and financial future with more confidence and less stress.
It’s really simple. I want to help people. I am passionate about helping people with investing and financial planning.
With Prosperion, I can help clients discover how their financial resources can serve them.
Hello! I am Danny Kellogg, an LPL Financial Advisor with Prosperion Financial Advisors. The best part about my job is using my experience and education to help clients discover how their financial resources can serve them. To deepen my knowledge and demonstrate my dedication to serving clients at the highest level, I became a CERTIFIED FINANCIAL PLANNER® and Retirement Income Certified Professional®. My wife Elizabeth and I are both proud Colorado natives. We live in Centennial, CO with our daughter Libby and golden retriever Aggie. I am an avid Colorado sports fan who enjoys cheering on the Rockies, Broncos, Avalanche, Nuggets and Colorado State University Rams. When I am not helping clients, I enjoy spending time with my family and playing golf.
https://prosperion.us/wp-content/uploads/2021/06/danny-kellogg-financial-advisor-3.jpg6901500Danny Kellogghttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngDanny Kellogg2021-06-25 10:54:252021-06-25 10:55:56Why Am I Here?
At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend author Joseph Heller that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular novel, Catch-22, over its entire history. Author Heller responded, “Yes, but I have something that he will […]