Danny has spent over 30 years sharpening his ability to design and integrate custom solutions for the complex daily problems business owners face. In 2002, Danny and his father created Caswell and Associates. Today, he works as a personal CFO for successful business owners, entrepreneurs and executives across the country.

Danny provides critical, individual advice to help clients protect their families while growing the value of their most important asset: their business. He’s passionate about teaching people the value of running their family financial office like they would their business. He loves to help clients extract the value of a lifetime of hard work and investment out of the business for continued enjoyment with their families.

Danny has advised many successful companies, founders and CEOs. His years of experience include over 14 years at an international CPA firm and serving as a director and CFO of a venture capital firm. He has a Bachelor of Business Administration in accounting and finance from the University of Texas and has passed the Series 65 securities exam.

Away from the office, Danny enjoys traveling with his wife, Lynette, and two sons, Austin and Trevor. Whether snow skiing in Breckenridge or having margaritas on the beach in Cabo, Danny’s family tries to spend as much time together as possible. Danny also enjoys wine, cigars, golf and spending time in his backyard with his dogs.