Daniel Grix is a financial advisor at Success Wealth Management LLC with a Series 65 designation and two years of industry experience. He has been associated with Success Wealth Management since 2024 and also maintains a role at Modern District Financial, where he has worked since 2018. Prior to his advisory career, he worked at Apache Trout Bar and Grille for two years. Success Wealth Management LLC serves individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on clients’ goals and risk tolerances, while utilizing technology for marketing and meeting support but not for investment decisions.

Kelly Bandli is a financial advisor at Success Wealth Management LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Inc., and her own Bandli Financial LLC. Bandli is also co-owner of Fresh Coast Host, a vacation rental business. Success Wealth Management LLC provides advisory services to individuals and high-net-worth clients, offering discretionary asset management, financial planning, and consulting. The firm customizes asset allocation using Modern Portfolio Theory and integrates technology tools to support client service.