Designations and Licenses

Danielle is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Danielle specializes in working with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and grow generational wealth.

She has over 12 year of professional experience in the financial services industry. Prior to joining Mariner, she was a Partner at Ocean Heights Advisors and led the firm’s financial planning team. Previously, Danielle worked at Green Street Advisors, consulting to family offices and institutional clients on real estate investing, and before then worked at Morgan Stanley Private Wealth Management where she developed strategic investment solutions for ultra-high-net-worth families with liquid assets in excess of $10 million.

Danielle holds a bachelor’s degree from Lake Forest College where she was Phi Beta Kappa. She also received an MBA with honors from the University of Chicago Booth School of Business.

Personal Interests

Away from the office, Danielle is involved in local and global philanthropy and enjoys traveling and spending time with her family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.