We don’t offer a one size fits all approach to tax planning and wealth management—our guidance revolves around you. We listen to your specific needs and goals so that we can build a life-long partnership anchored in trust.
Sierra Management Group is a close-knit team of talented people. Before our formation, each of our founders worked as CPAs (Certified Public Accountants) at large firms, and each of them saw an opportunity to create something new and do things differently.
Our primary goal is to inform and lead with simple strategies that are easy to understand for our clients so that they know exactly what they are investing in. There are no hidden fees or commissions, and we lead with transparency, honesty, and commitment to the betterment of our clients.
Our personalized and holistic approach to wealth management sets us apart, as well as our commitment to make those tools accessible to all. Sierra Management Group goes beyond considering the growth of your investments with thoughtful planning for taxes and wealth transitions, too. We care about bettering your whole life, not just your net worth.
Combining in-depth analysis with a strong understanding of an ever-changing regulatory landscape
Our advisors are here to guide, educate, and build confidence in our clients so that they can have a voice in the conversations that impact their futures.
We continually work to earn our clients’ trust by managing their portfolios responsibly.
It is our aim to build life-long partnerships while we assist people towards their long-term financial goals.
Sierra Management Group is a close-knit team of talented people. Our personalized and holistic approach to wealth management sets us apart, as well as our commitment to make those tools accessible to all.
Wealth Manager
Dan provides comprehensive wealth management services to clients, guiding clients through customized financial plans and analyzed investment portfolios. Prior to joining Sierra Management Group in 2019, Dan was a Partner at one of the top 25 public accounting firms in the US where he focused on financial statement audits for governmental and for-profit entities. In 2002, he received a Bachelor of Science in Agricultural Business with a concentration in Accounting from California Polytechnic State University-San Luis Obispo and in 2006, he received a Masters of Accountancy from the University of Nevada, Reno. Dan is licensed with FINRA under Series 65 and a licensed Certified Public Accountant in the State of Nevada. Dan fills any spare time doing outdoor activities with his wife, and two children.
Wealth Manager
Anthony delivers a variety of wealth management services to SMG’s clients, including portfolio modeling, retirement planning, tax consulting and estate plan review. Prior to joining Sierra Management Group in 2019, Anthony worked as a Tax Partner for over 10 years, where he focused on taxation preparation and financial consulting matters for individuals, business, trusts and estates. In 2007, he received a Bachelor of Science in Accounting from the University of Nevada, Reno. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional and is also a licensed Certified Public Accountant in the State of Nevada. He serves on the Planned Giving Advisory Council for the University of Nevada, Reno. Anthony enjoys staying active, traveling, and cooking with his family.
Client Services Manager, Controller
As Client Services Manager, Amy oversees SMG’s day to day client facing operations to ensure we are providing exceptional service. Amy is heavily involved with the firm’s client onboarding, periodic reporting, and ongoing servicing. As Controller, Amy serves the role of the firm’s finance and accounting function, including accounting operations, reporting and analysis, budget development, and treasury management. Prior to joining Sierra Management Group in 2020, Amy spent over 10 years at one of the top 25 public accounting firms in the US where she focused on financial statement audits for governmental and for-profit entities. Amy also served as the Controller for a trust with over one billion dollars in cash and investments. Amy received a Bachelor of Science in Accounting from the University of Nevada, Reno and is a licensed Certified Public Accountant in the State of Nevada.
