Overview
Danielle is a Senior Financial Planner at Aprio Wealth Management. She specializes in creating holistic financial planning and insurance strategies, with a focus on advising middle-age and senior clients. She partners closely with Aprio investment managers, tax advisors, and client service associates to deliver proactive, personalized planning that helps her clients make wealth decisions with clarity and confidence.
Experience
Danielle has 20 years of financial planning experience spanning roles at established wealth management firms and large financial services institutions. Before joining Aprio, Danielle held the role of Risk Management Specialist/Senior Lead Planner, where she helped improve financial planning tools, expand insurance offerings and deliver risk management guidance to advisors serving 14,000 clients. She is equally at home as a client-facing strategic coach and a collaborative team player.
Education & Affiliations
Danielle holds a Bachelor of Science in Business Administration from Robert Morris University. She earned the Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Employee Benefits Consultant (REBC®), and Chartered Advisor for Senior Living (CASL®) designations.