Daniel Carter is a Series 65-licensed financial advisor with Sierra Management Group in Reno, NV, where he has worked since 2019. He has five years of industry experience, including five years at Eide Bailly LLP prior to joining Sierra Management Group. Outside of advisory work, he manages a tax consulting and preparation business and is involved in the management and development of multiple self-storage facilities. Sierra Management Group is a small SEC-registered advisory firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs customized investment strategies across public and private markets and sponsors storage-focused private pooled investments.

Anthony Ozuna is a CFP® with six years of industry experience, currently serving at Sierra Management Group since 2019. Prior to joining the firm, he managed Ozuna CPA, PLLC, a tax consulting and preparation practice. Outside of financial advising, he manages several self-storage facility operations and a tax preparation business affiliated with his firm. Sierra Management Group provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers discretionary portfolio management using fundamental analysis and modern portfolio theory across a range of traditional and alternative investments, including equities, fixed income, ETFs, REITs, real estate, private placements, and partnership interests.