Client Relations
Danielle joined our firm as part of the client relations team. She coordinates our financial advisor's calendars, which includes scheduling client reviews, as well as the preparation for each appointment. Danielle will also be assisting with our 457 Deferred Compensation department as a helping hand to the employees and cities we currently serve.
Danielle graduated from John Carroll University with a bachelor’s degree in industrial and Organizational Psychology. She currently resides in Concord Township with her husband and children. She enjoys going on bike rides and boating on Lake Erie.