Danielle was born and raised in Northern California but has since moved around. From Arizona, California and New Mexico but her home base is now New Mexico. Danielle truly loves nothing more than a good murder mystery show while being surrounded by her cats. You will never find her on a hiking trail, but she loves to be surrounded by her friends and family. You will most likely hear stories about her son or her nephew “Jack Jack”.
Danielle has an extensive experience with the financial industry, but she is truly passionate about making sure things get done correctly and efficiently for all clients and Financial Planners. Danielle always says that the Financial Planners are promise makers and she is the promise keeper. She not only has been in the financial industry since 2015 but she is also a FPQP (Financial Paraplanner Qualified Professional).