Our Team

Our Principals

Michelle Trouvé
Michelle Trouvé is President of Danda Trouvé Investment Management. She is a Chartered Financial Analyst (CFA), a professional designation that emphasizes investment analysis in stocks, bonds, and alternative investments, as well as portfolio management, economics, ethical and professional standards, and financial statement analysis.

Michelle takes pride in bringing clients both the financial expertise needed to manage their money and the personal touch needed to build strong relationships. She brings a fresh, technical, and specialized approach to investment management. She strongly believes in diversified portfolios with exposure to several asset classes, including international and alternative assets-always keeping in mind the risk and reward relationship.

Michelle has more than 25 years of experience in increasingly responsible financial positions. With a business degree from the University of Kansas and an MBA from France, she began her financial career in Europe at KPMG in Paris. Before joining Danda Financial Services in 2002, Michelle was the Chief Financial Officer for Secure Network Group, Inc.

James J. Danda 
Jim Danda is the former President of Danda Trouvé Investment Management. He founded the company in 1987 under the name Danda Financial Services, a financial consulting practice focusing on small business accounting, taxes, insurance, and consulting. As Jim’s clients’ businesses grew, his business model focused more on wealth preservation and management, and today he still advises many of the same clientele that he began with in his early years.

His success then, and now, has been achieved through strong client relations and a results-oriented attitude. Jim believes in a top-down approach to investment analysis: first, understand the overall market conditions in terms of interest rates, growth, and inflation; and second, narrow investment choices down to sector- and security-specific choices. Jim is a strong advocate of fixed-income investing and he believes in balanced portfolios. A smart, calm, conservative, and steadfast investor, he has experienced many bull and bear markets and interest rate cycles. Jim has an astute understanding of taxes and he believes in always making financial decisions and investments with tax consequences in mind.

Jim has more than 50 years of finance experience, and began his career in 1963, after earning a Masters in Statistics from the University of Wyoming.

Our Staff

Erin Jeffrey 
Erin is our Operations Manager. In this role, Erin is responsible for all the technical back-office operations at Danda Trouvé Investment Management. Additionally, she is responsible for executing security trades and assisting the firm’s principals with investment research. Erin is a graduate of Fort Hays State University. She has more than 10 years of experience in the financial industry, including 5 years at Charles Schwab & Co as a Portfolio Analyst in its Portfolio Services Division. 

Ashley Preston
Ashley is our Client Service Manager/Paraplanner. In this role, Ashley is responsible for all activities related to supporting our clients, including opening new accounts and managing asset transfers. She is also responsible for assisting the firm's principals with financial planning research. Ashley graduated from Kansas State University in May 2016 with a degree in Personal Financial Planning. Following graduation, she worked at a larger Kansas City area financial planning firm as a Client Service Associate. Ashley brings with her knowledge of the industry itself and a passion to continue learning.

Kyle Stewart
Kyle is our Research Analyst. Kyle works under the direction of Michelle performing in-depth research and analysis for the investments in the firm’s portfolios including equities, ETF’s, bonds, preferred stocks, and alternative investments. He also assists in portfolio construction and the administration of the investment strategies. Kyle graduated from the University of Iowa with degrees in Economics and Finance. He also holds the Chartered Financial Analyst (CFA) designation. Prior to joining Danda Trouvé, Kyle worked as an equity analyst and in real estate investment valuation

Molly Toler
Molly is our Compliance Manager. She is responsible for ensuring that DTIM complies with all federal, state, and local regulations. Molly joined DTIM in 2007 and spent the first 10 years of her DTIM career as our Client Services Manager. Prior to DTIM, she had more than 25 years of experience in Quality Assurance and Compliance at Pfizer, Inc.





Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved