Rick Danielson is a founding partner of Danielson Tate Capital Partners Group, launched in 2023 through Fidelity Investments and Concurrent. With more than two decades of experience as a financial advisor, Rick helps clients achieve their financial goals through a disciplined, structured approach to planning and wealth management.
A longtime resident of St. Tammany Parish and graduate of Mandeville High School, Rick began his professional journey in public service. After completing graduate school, he was commissioned into the United States Air Force in 1995, where he served for more than nine years on active duty and achieved the rank of Major. His military service included deployments in support of Operation Enduring Freedom and Operation Northern Watch.
Rick’s commitment to service extends deeply into his community. He currently serves as Chairman of the Board of Commissioners for St. Tammany Parish Fire Protection District #4, Chairman of the Louisiana Chapter of the HeartGift Foundation, and Region V Trustee for the LaMissTenn District of Kiwanis International. He also serves on the Boards of Directors for the St. Tammany Chamber of Commerce and Recreation District #1 / Pelican Park and is a member of the Northshore Business Council and the Krewe of Olympia.
Rick’s dedication to leadership and civic engagement dates back decades. He previously served two terms as Mandeville City Councilman-at-Large, including four years as Council Chairperson, and chaired the St. Tammany Parish Inspector General Task Force. A graduate of the Leadership St. Tammany Program, Rick later chaired its Board of Trustees and served as President of the Northshore Kiwanis Club and Lieutenant Governor of Kiwanis Division 13.
Whether leading in business, public service, or volunteerism, Rick’s career reflects a consistent theme—disciplined leadership, community engagement, and a deep commitment to helping others achieve their goals.