Danielle joined our team after 10 years of working in the finance industry. Prior to joining us, she passed The Securities Industry Essentials® (SIE) Exam. Danielle then decided to take her enthusiasm for helping people and became a financial advisor. She holds a Series 7 license, Series 66 license through LPL Financial and a Life, Accident & Health Producer License. Danielle also holds a DACFP Certificate in Blockchain and Digital Assets. She is passionate about empowering others to take control of and pursue their financial goals. We are truly excited and pleased to have her on our team.
In Danielle’s spare time, she enjoys spending time with family and friends, traveling and is also an avid skier.