Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Amanda M Henchcliffe
CLU®
Associate Wealth Management Advisor
Hailing from the snowy Midwest, Amanda loves living in California. She and her husband reside in San Jose and when her nose is not in a book she enjoys traveling, wine tasting, hiking with her dog, and beating her husband at cribbage.
Amanda has been part of Dan's team since 2012 but has been in the financial services business since 1996. While her main focus is on the insurance side of Dan's business, she is also the de facto Operations Manager for the team.
She holds a CA life and health license (0G10766) and has her Series 7 and 66.

Anthony K Cha
CFP®, CLU®, ChSNC®
Wealth Management Advisor
A lifelong resident of the Bay area, Anthony and his wife reside in San Jose. When he's not cheering on the Warriors or the 49ers he enjoys traveling, hiking, and hanging out with friends.
Anthony has been part of Dan's team since 2006 and focuses on the investment and planning side of the business.
He holds his CA life and health license (0E84891) as well as his Series 7 and 66. In addition to this he holds the designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Special Needs Consultant (ChSNC®).

Albert Lee
Assistant
Albert was born and raised in the East Bay and spent his early years actively engaged in sports and the outdoors. He started with Northwestern Mutual in 2012 and joined Dan Madsen's team in 2017. He lives in East Bay with his wife and with his 2 young children and continues to enjoy playing softball in a club and basketball with friends.
Albert is our behind the scenes client services expert. He helps ensure your accounts are opened and that service requests are handled promptly and accurately.

Kiana Ariyama
Executive Assistant
Kiana was born and raised locally in the Bay Area. She went to college at the University of Manoa and finished at San Jose State.
In her free time, she likes to go on walks, work on arts and crafts and make an impact in her community. Kiana also loves to travel. Her long-term goal is to live a life full of experiences, involving herself in different cultures and perspectives.
