YOUR WEALTH TEAM

Danielle Meister, CFF, CDFA® – Senior Wealth Advisor

Danielle Meister is an Investment Advisor Representative (IAR), Certified Financial Fiduciary®, Certified Divorce Financial Analyst® (CDFA®), and holds both her Series 65 and health/life insurance licenses. Working alongside Madrona’s in-house team of CPAs and specialists, Danielle helps coordinate every aspect of comprehensive wealth planning for affluent individuals and families.

Known for her thoughtful, approachable, and educational style, Danielle is especially passionate about helping women and families build greater clarity and confidence around their financial lives. She is the creator and host of Growing Her Wealth — a women-focused podcast and monthly educational workshop series designed to create more meaningful financial conversations around wealth, retirement, life transitions, and long-term planning.

As a nationally recognized advisor and speaker, Danielle has been featured across major media outlets including CNBC, FOX, ABC, and PBS, and has contributed financial insights through Kiplinger. In addition, Danielle has appeared regularly on Seattle-area radio stations including Warm 106.9, KIRO, KTTH, and KVI, and has had the distinguished honor of ringing the opening bell at the Chicago Stock Exchange.

Through her advisory work, media presence, and educational events, Danielle is committed to making sophisticated financial planning feel more understandable, empowering, and deeply connected to the real lives people want to build.

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Kirkland Office

3933 Lake Washington Blvd NE, Suite 350

Kirkland, WA 98033

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

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