Experience and Education

Danielle provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Danielle was senior manager, private client services at Sequoia Financial Group, specializing in financial planning for first responders throughout the state of Michigan. Before that, she was a 401(k) plan advisor serving as a fiduciary and educating employees on the benefits of participating in their employer-sponsored plan.

Danielle has a Bachelor of Arts degree in psychology with a certification in the study of gerontology from Marygrove College.

Personal Interests

Away from the office, Danielle is a member of Psi Chi, The International Honor Society in Psychology. She enjoys biking with her two children, traveling and swimming.