Dani May

Dani May

Associate Financial Planner

On their first date, Dani and her future husband agreed to meet outside a particular café. Both arrived at the appointed time and thought the other was a no-show. Luckily, a phone call cleared up that there were two cafés of the same name and they were each at one.

To her role as an Associate Advisor supporting Brandon, Dani brings her communication, problem-solving and people skills—not to mention a can-do attitude and flexibility that allows her to adapt to ever-changing requests and regulations with a smile.

Long before joining the team, Dani knew who Brio was and what we stood for. In her role as Senior Relationship Manager at TD Ameritrade, Brio was one of the five advisory firms under her care—and her favorite, of course. Our fun atmosphere and friendly staff won her over and Brio is all the better for it.

Dani also worked as the caretaker for an elderly couple while she was in college, and on a research project studying the effects of gratitude on self-esteem. 

Education & Accreditations 
  • B.A, Psychology, Point Loma Nazarene University, San Diego
  • Series 7 and 63
Life Passions

If you look outdoors, chances are you’ll find Dani. She and her husband Alex love to hike, camp, bike and even do a little rock climbing. Now that they’ve bought a house, gardening is a new passion as they try to determine which flowers and vegetables will grow well in their yard. 

And just to keep herself busy, Dani also loves to crochet, particularly baby blankets and clothes because they require a shorter attention span. Lucky friends have already received handmade gifts for their little ones, and Dani is putting away some of her favorites for her future family.