Sierra Management Group

Daniel Carter is a Series 65-licensed financial advisor with Sierra Management Group in Reno, NV, where he has worked since 2019. He has five years of industry experience, including five years at Eide Bailly LLP prior to joining Sierra Management Group. Outside of advisory work, he manages a tax consulting and preparation business and is involved in the management and development of multiple self-storage facilities. Sierra Management Group is a small SEC-registered advisory firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs customized investment strategies across public and private markets and sponsors storage-focused private pooled investments.

Anthony Ozuna is a CFP® and Series 65-licensed financial advisor with Sierra Management Group, bringing five years of industry experience. Prior to joining Sierra Management Group, he worked at Ozuna CPA, PLLC and Cupit, Milligan, Odgen & Williams Certified Public Accountants. Outside of his advisory role, he manages a tax consulting and preparation business and is involved in the development and operations of several self-storage facilities. Sierra Management Group is a small SEC-registered firm serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs customized investment strategies across public and private markets and acts as a sponsor for storage-focused private pooled investments.