Private Client Advocate and Production Support Specialist

Dani is the "Queen of Everything." She is. She has a heart of gold and is loved by everyone she comes into contact with. Just call Dani; that’s all you need to do.

All kidding aside, Dani runs the entire show and manages all the day-to-day operations and all the calendars. She ensures that every process step is executed on time and with expert skill and grace.

Dani LOVES the clients at The Private Client Company and thoroughly enjoys getting to know each family personally. Dani aims to make the retirement planning process as simple and painless as possible. When you work with Dani, you can expect to hear from her often, and she is ready to assist in any way she can. She sees her role as done once our clients reach their retirement goals.

She loves gazing at the beauty of the lake and marvels at the sunsets on her deck when the workday ends. Her family is everything to her.