Danielle joined our team in January 2022 and brings four years of experience in accounting and advisory services. With a background in education, she approaches her work with a people‑first mindset, believing that strong financial guidance starts with trust, understanding, and meeting clients where they are. Danielle focuses on supporting the person behind the numbers and helping clients build a foundation that allows them to thrive.
Danielle holds a Master’s Degree in Education from UCLA and a Bachelor’s Degree in Psychology from the University of Colorado Boulder. She has completed the Client Advisory Roadmap Workshop in Business Management & Organization and QuickBooks Online Certification Level 1.
What does she love most about her job?
“I love helping people and continually improving. I am grateful for the ability to collaborate and learn from my teammates.”
When Danielle’s not at work…
You’ll find her practicing yoga, planning her next trip or enjoying a cozy day at home. She volunteers as a Feline Friend at her local humane society and loves spending time with family. Danielle is a proud mom of two college‑aged kids.
Favorites
Book: The Alchemist
Food: Warm oatmeal chocolate chip cookies
Place: A state of mindful gratitude 
