OUR TEAM

Danny 2

Daniel Dana, CEP®

Co-Founder / CFO

Marni 1

Marni Frank, CEP®

Co-Founder / CEO

Sabrina 2

Sabrina Frank, CEP®

Co-Founder / COO / Investment Advisor 

Belen Torrez

Executive Assistant

OUR PARTNERS

Integrated Trust Systems

Mo Dadkhah

CEO Dadkhah Law Group

Crawford Trust Company

At Rise Management, we take a coordinated approach to financial and estate planning. Our experienced team works together to help ensure every aspect of your plan aligns with your personal goals, giving you a single point of coordination throughout the planning process.

As your life changes, we’re here to help keep your plan current through ongoing reviews, guidance, and coordination. Whether your needs involve retirement planning, wealth preservation, estate planning, tax strategies, Medicare, or legacy planning, our team is committed to helping you make informed decisions every step of the way.

We believe planning should be straightforward, convenient, and designed to evolve with you—providing the education, coordination, and support you need to build confidence today and prepare for tomorrow.

Our Upcoming eState Planning Seminars in Your Area