9463

Simplified Financial Advice.

Meet Danielle

 

Danielle is our team’s Client Service Manager, a role to which she brings an extensive client services background. As a member of the operations team, she ensures all transactions and requests are processed in an efficient, timely and accurate manner. Her goal is to make her clients’ lives easier.

A graduate of the University of Pittsburgh with a degree in Japanese and history, along with an East Asian Studies certification, Danielle is a proud alumnus of the University of Pittsburgh Varsity Marching Band and the Gamma Omega chapter of the music sorority, Tau Beta Sigma.

At home, Danielle enjoys spending time with her fiancée, Morgan, their dog, Minnie, and two cats, Parker and Pigeon. She is a skater with Steel City Roller Derby’s travel team, Steel Hurtin’, and serves as Webmaster, Bout Production Head, and Travel Coordinator for her team. Some of her favorite hobbies include going to the movies, sampling craft beer, attending trivia nights, fiction writing, gardening and supporting the Pittsburgh Panthers.

 

If I could meet anyone:

Keanu Reeves

Hidden talent/skills:

Roller skating

Favorite Book:

I Am the Messenger by Markus Zusak

Favorite holiday:

Christmas

Name something on your bucket list:

Publishing a work of fiction

Place you’d most like to visit:

Japan or Germany

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.