Why I Entered The Financial Industry

By Daneen Light

Like many others, I stumbled into my career by chance. An opportunity arose, my interest was piqued, and dipping my toes into something new turned into a long and fulfilling career.

Getting Started

After spending 9 years working in retail at Nordstrom, I was ready for a change. That change came in a unique and unexpected way when Scott Bishop came into my store to shop one day. As I helped him with his shopping, he shared about his job and how he spent his days helping people create a personalized financial strategy to guide them and keep them on track toward their goals.

I was intrigued by his line of work and his passion for serving his clients with trust and excellence, and I decided to make a career change. Thankfully, even though I had no experience in the financial industry, Scott was willing to take a chance on me. I left the retail world behind and started working for Mountain-Bishop Private Wealth Management, first as an administrative assistant, then operations manager, and now, vice president of operations. 

My Role Today

I am proud to say that I have been the vice president of operations at Mountain-Bishop Private Wealth Management for 17 years, serving both Mountain-Bishop’s clients and Scott and Tom, our firm’s owners. I spend my days helping Scott and Tom further the mission of the firm, helping clients bridge the gap between their current financial situation and their long-term goals.

I strive to bring simplicity and organization to the firm’s processes and our clients’ lives. Since my goal is to make the process seamless for our clients, I love problem-solving and helping others find solutions to their questions, while also proactively educating myself and honing my skills so I can make a difference in people’s lives.

Can We Help You?

Mountain-Bishop Private Wealth Management exists to help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to meet each client’s unique needs. Our team is here to serve you and empower you to reach your financial goals. If you are ready to work with a firm that puts you first, reach out to us at 562-432-3783 or [email protected] to schedule a free introductory meeting. 

About Us

Mountain-Bishop Private Wealth Management is a full-service independent financial services and investment services firm that has been providing retirement and investment guidance to high-net-worth individuals, business owners, and Boeing employees for more than 25 years. Through our long-term guidance, we strive to help our clients build, protect, distribute, and transfer their wealth, tailoring our services and strategies to address each client’s unique needs so they can bridge the gap between their current financial situation and their long-term goals.

Scott and Tom built their practice on trust and excellence. They focus individually on each client, delivering the personalized touch that is missing with many other firms.

The Financial Consultants of Mountain-Bishop Private Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AK, AZ, CA, CO, FL, GA, ID, IL, MI, MO, NC, NJ, NM, NV, OR, PA, SC, UT, VA, WA) SCOTT E. BISHOP CA LICENSE OB55872 THOMAS P. MOUNTAIN CA LICENSE OB55827