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Danny is an experienced financial advisor and educator who believes in carefully managing risk to position clients for financial independence. He is also a proven team builder with an exceptional vision for customer service. To pursue his passion for wealth building through risk management, Danny co-founded Position Wealth with Cary Marger in 2019. Prior to going independent, Danny served as a financial advisor for Merrill Lynch since the year 2010. There, he formed Allizadeh Marger & Associates, forming an incredible financial advisory team along with client relationship expert, Jessica Colón, and eventually, Debra Allizadeh as well. Danny has been a key player in the financial services industry since 1997, spending his first 13 years as an advisor-to-advisors on investment management and retirement income strategies. He graduated from the University of California at Berkeley in American Studies with a focus in Economics and Business Administration. Today, he lives in The Woodlands, Texas, with his wife Debra and their two children.

Cary is a passionate advocate for turning visions into realities and living the life you love. After graduating from the University of Texas at Austin School of Architecture, Cary got the chance of a lifetime — to support the scientific mission of the U.S. Antarctic Program at McMurdo Station, Antarctica. For nearly a decade, Cary worked and lived there in six to 12 month stretches. Between contracts, he pursued adventures all around the world, visiting all 7 continents by the age of 30. All the while, Cary kept in touch with childhood friend, Danny Allizadeh, and pursued a lifelong interest in all things finance. Just as Cary was tired of living out of duffle bags, he and Danny decided they’d make a great wealth management team. Cary packed up and moved to Houston to work with Danny, becoming a financial advisor at Merrill Lynch. The two formed Allizadeh Marger & Associates at Merrill Lynch in 2010, and moved on to form Position Wealth in 2019. Today, Cary works and lives in Salt Lake City, Utah — a place he chose to be close to the mountains, where he loves to ski, mountain bike, climb, and golf — along with his wife, Michelle.

Tirelessly supporting clients with responsive and intuitive attention, Jessica is the glue that holds Position Wealth together. Focusing on operations, she ensures that each client gets what they need when they need it — she speaks fluent Spanish, y es especialmente apreciada por clientes que hablan Español. Jessica has collaborated with Danny Allizadeh and Cary Marger for more than a decade, and has served in the financial services industry since 2005. Having attended a technical high school, Jessica graduated certified in Business Administration. She worked for a marketing firm, then for AXA Advisors and was promoted to an advisor role. On meeting Danny and Cary, Jessica appreciated their values and vision for financial services done right. She left AXA and followed the pair to Merrill Lynch where she supported them at Allizadeh Marger & Associates. Jessica was born in Ecuador and grew up in the borough of Queens, New York. Though she moved to Texas, Jessica remains a loyal Mets fan. Today, she lives in Spring, Texas with her three children, including a young daughter and two grown sons.

Debra has a passion for interacting with people. A 20-year veteran of the services industry, she’s worked with Danny Allizadeh and Cary Marger to raise financial awareness since 2018. Debra creates financial plans that help prospects understand the Position Wealth difference. A natural-born networker, Debra builds relationships with clients, watches over life’s milestones, remembers birthdays and anniversaries, and keeps a keen eye on their financial outlooks. Having always been fascinated by human behavior, Debra studied Behavioral Neuroscience at the University of California, San Diego. Her studies landed her in sales, where she met Danny Allizadeh. Eventually, she joined Danny at Allizadeh Marger & Associates at Merrill Lynch. She then supported Danny and Cary in their drive to found Position Wealth in 2019. Beyond the giving she does in her work, Debra finds great joy in contributing to the betterment of society, and is passionate about philanthropy. She also has a competitive streak, which she has satisfied by playing competitive tennis for the last 15 years. Along with her husband, Danny, and their two children, Debra lives, plays tennis, and volunteers in The Woodlands, Texas.