Danielle specializes in building strategy, financial analysis, asset management, project management, and compliance. Her experience with Exit Planning and advising gives her unique insight when working with business owners on planning for their future. Her approach is to be a partner to clients as they identify “what they want truly want” and make a plan with them to pursue their goals. She possesses the CEPA certification and works with business owners as they prepare to sell or exit their business and as they transition into retirement or to their next endeavor.
Born and raised in Seldin, KS, Danielle graduated from Golden Plains High School in 2002, Fort Hays State University with a degree in Political Science in 2005, and Kansas Wesleyan University with an M.B.A degree in 2009. She enjoys Sunday Brunch, road trips, watching college basketball, and helping others.
Danielle is involved in the Salina community through participation as a volunteer at her kids’ school and board member of non-profit boards.
Licenses Held: Series 7 and 66 held through LPL Financial
Designations Held: CEPA