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559-431-6565
Danny Ohano
Owner & Producer
Danny started his career at Asset Creation in the early 2000s when his grandfather, and founder of the company, Fred Campbell, hired him to assist with servicing & advising new clients. Danny has since become a licensed insurance agent, advisor, and joint owner of the firm, proudly continuing a family legacy in the financial services industry since Fred passed in late 2024.
Danny specializes in retirement income strategies, annuities, and insurance-based financial planning solutions, tailored to the needs of both individuals and families. He proudly services the company’s entire client base in Fresno, as well as the Stockton and Modesto areas, providing expert guidance and a deeply personalized approach.
Over the past two decades, he has consistently been recognized as one of the top-producing agents in the country within the insurance annuity industry—a reflection of both his deep expertise and his unwavering commitment to helping clients protect and grow their financial futures.
As a business owner and advisor, Danny continues to lead the company with a blend of tradition and innovation, ensuring clients receive the same trusted service the firm was founded on—while also embracing new tools, strategies, and solutions that meet the needs of today’s evolving financial landscape.
Danny is committed to placing the best interests of his clients at the forefront of every recommendation and decision. As a proud member of the National Ethics Association and the Better Business Bureau, he upholds the highest standards of integrity and professionalism. Through his strategic and personalized planning approach, clients benefit from tailored financial solutions designed to help reduce risk, minimize tax liability, protect assets, and potentially avoid probate.
CA Insurance License #0D20175
Bethany
Owner & Policy Administrator | Notary Public
As Joint Owner and Policy Administrator, Bethany serves as the essential liaison between our clients, our company, and the insurance carriers we partner with. With a strong focus on communication and efficiency, she ensures that policies are properly managed from application to renewal, facilitating a seamless experience for every client.
Her role includes overseeing policy changes, addressing client inquiries, and coordinating directly with insurance providers to resolve issues and maintain a timely flow during the process.
As a certified Notary Public, she also provides trusted document verification services, further supporting our clients’ needs with professionalism and integrity.
Bethany’s attention to detail and commitment to service make her a cornerstone of our operations and a reliable resource for clients and partners alike. She has also been a part of the Asset Creation Financial and Insurance Services’ client family since 2007. CA Insurance License #0G26627
Brooke
Marketing Manager & Compliance Lead
As our Marketing Manager and Compliance Lead, Brooke brings a well-rounded and strategic approach to the financial services we provide. With a deep understanding of both brand presence and regulatory integrity, she ensures our company’s outreach is not only effective but aligned with industry standards.
In addition to managing our marketing initiatives and upholding compliance protocols, Brooke plays a key role in business development. She works closely with restaurant partners to secure banquet contracts that support our continued growth and success. Her strong communication skills and collaborative approach make her a trusted consultant to both vendors and internal teams.
Brooke also leads the planning and execution of our signature client events—highly anticipated experiences that celebrate our clients and reinforce the relationships that drive our business. Her attention to detail and creative direction ensures each event reflects the excellence our company is known for.
Having been a valued client since 2012, Brooke brings a unique perspective to her work—one rooted in a true understanding of our mission and the people we serve.
CA Insurance License #0K11451
Kayla
Appointment Coordinator/Front Office
As our Appointment Coordinator and the lead for front office operations, Kayla plays a key role in creating a welcoming and organized experience for both clients and visitors. She manages appointment scheduling, handles incoming communications, and provides essential administrative support to keep daily operations running smoothly. In addition to her front office responsibilities, Kayla assists at our informational workshops and insurance sales presentations, helping ensure events are executed professionally and efficiently. Her attention to detail and client-focused approach make her a valuable part of our team.
Marjorie
Bookkeeper
Marjorie helps keep our day-to-day operations running smoothly by handling the company’s financial records, including accounts payable and receivable, payroll, and daily entries and reconciliations. She also assists with HR tasks, supporting both the finance and administrative sides of the business. CA Insurance License #0G26655
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