Broker Check
Rick  Danielson

Rick Danielson

Founding Partner, Wealth Manager

Rick Danielson grew up in St. Tammany Parish and graduated from Mandeville High School in 1988.  After finishing graduate school, Rick was commissioned in the United States Air Force, serving our country for over nine years on active duty and achieving the rank of Major.  During his military career, Rick deployed oversees in support of multiple operations to include Operation Enduring Freedom, and Operation Northern Watch. 

In 2004, Rick returned to Mandeville and started his career as a financial advisor.  For over 18 years, Rick has enjoyed working with his clients to help them achieve their financial goals through a highly disciplined and structured planning process.  In late 2022, Rick and his business partner, Doug Tate, launched the Danielson Tate Capital Partners Group through Fidelity Investments and Concurrent. 

In 2012, Rick was first elected to the Mandeville City Council as Councilman - at – Large and was re-elected for a second term in 2020, where he has also served as the Council Chairperson.  In addition, Rick represented the City of Mandeville in 2013 – 2014 on the St. Tammany Parish Office of Inspector General Task Force, serving as the Chairman of this 24-member body.    

Rick has always been passionate about serving his community and is actively involved on boards and committees with several local non-profit and community service organizations.  Currently, Rick serves on the Board of Commissioners for Recreation District #1 / Pelican Park, and he is the Special Advisor to the Board of Directors for the Northshore Kiwanis Club of Mandeville.  In addition, Rick is a member of the Board of Trustees for Lakeview Regional Medical Center, and the Louisiana Chapter of the HeartGift Foundation, as well as a member of the Krewe of Olympia.  Previously, Rick was appointed to the Board of Commissioners for the St. Tammany Economic Development District, was the Vice President for Membership of the St. Tammany West Chamber of Commerce, and served on the Northshore Business Council.

In 2006, Rick graduated from the Leadership St. Tammany Program.  Rick served on the Leadership St. Tammany Board of Trustees from 2006 – 2010 and had the honor of serving as the Chairperson of the Board from 2008 – 2009.  In addition, Rick is a distinguished past president of the Northshore Kiwanis Club and Division 13 Lieutenant Governor.  Rick was recognized as the 2014 St. Tammany West Chamber of Commerce Board Member of the Year. 

Rick and his wife, Stephanie, have five children between the ages of 19 and 28.