Danielle began working in the financial services industry in 2013. She has extensive experience combining financial planning with tax planning for individuals and trusts, while also leveraging technology tools. She earned her FINRA Series 6 registration and Series 63 registration in 2015. She has also held her Life, Accident, and Health Pennsylvania insurance license since 2016.
Danielle graduated cum laude from Westminster College in New Wilmington, PA. In her spare time, Danielle enjoys reading, crocheting, and spending time with her family.