Plan for your future with Courage, Faith, and Resilience while leaving a lasting impact for generations to come.

Danielle has been a business owner for the last 19 years and strategy planning is in her blood.

She studied Constitutional Law at American University and is currently working on her CPWA from Yale Univeristy. Before entering the financial planning world, Danielle was the CEO of a successful engineering firm that helped build the iPhone, touch screens, and revolutionary patents. 

By moving into financial endeavors she has been able to take her success in business to the next level by helping businesses create, establish, and grow their strategic financial plans. She has established her practice around Life Insurance, Annuities, and Long Term Care which has been long forgotten as a core need in many financial plans. Danielle has been a top producer for the top ten elite firms and is currently a member of Forum 400. 

Her team consists of Estate planning attorneys, CPA’s, Specialist in Buy-Sell Agreements, and Tax Planners. During her career, she has had the privilege of being mentored and trained by the best in the industry. Her goal is to share the wisdom and knowledge she has collected over the years to help establish key pillars and make her clients successful both in their established businesses and how they manage and pass their money to their heirs. Danielle’s goal is building plans that not only last, but are the most affective for each clients circumstances.