Manager of Client Operations
As Manager of Client Operations, Danielle provides oversight for client service requests, including, but not limited to, account administration and paperwork, transactions, and reporting. She is particularly involved with True North’s ultra-high-net worth families, with her primary goal being to ensure the firm is delivering exceptional outcomes and positive attitudes at each interaction.
Having joined the company in 2018 as a Client Service Specialist, Danielle has over four years of experience serving True North client’s, helping to solve complex issues, advocating on clients’ behalf to custodians, providing estate administration, and supporting critical business transactions. She seeks to earn client’s trust with a commitment to excellence and delivering a high level of detail at every turn.
The firm’s mission is Fulfilling Lives™, and Danielle supports this by bringing empathy and care to each client interaction, staying meticulous and attentive to her work, and being dependable to clients and co-workers.
Danielle is a graduate of Texas Tech University, earning a Bachelor of Science in Personal Financial Planning. While there, she served as an ambassador for the Personal Financial Planning Department, a member of Red-to-Black Peer Financial Coaching Organization, and a member of the Personal Financial Planning Association.
Danielle currently lives in Flower Mound, Texas with her husband Caleb and their dog Harper. When she’s not keeping busy serving True North families, you can find her spending time with loved ones, doing home projects, volunteering at Church, or traveling.