YOUR WEALTH TEAM

Danielle is an Investment Advisor Representative (IAR), Certified Financial Fiduciary®, Certified Divorce Financial Analyst®, holds a Series 65 and health/life insurance licenses. Alongside her internal team of CPAs, Danielle coordinates all aspects of wealth planning: investments, insurance, retirement planning, social security, taxation, real estate/1031 expertise, advanced gifting, and legacy planning for high-net-worth families.
As a nationally recognized advisor, Danielle has been featured on CNBC, ABC, FOX, and PBS. You can also find her on Kiplinger, Seattle’s Warm 106.9 FM-Radio, and the “Growing Her Wealth” podcast.

Everett, WA 98201
Phone: 1 (844) MADRONA
Phone: 1 (844) MADRONA
Park City, Utah 84098
Phone: 1 (844) MADRONA
Tacoma, WA 98402
Phone: 1 (844) MADRONA
Kirkland, WA 98033
Phone: 1 (844) MADRONA
Cottonwood Heights, UT 84121
Phone: 1 (844) MADRONA