CLIENT SERVICE SPECIALIST
Danielle joined True North Advisors in early 2018 as a Client Service Specialist. In this role, she supports the Wealth Management team with the execution of client service requests, including account administration and paperwork, transactions, and reporting. Prior to joining True North, Danielle worked at Empower Wealth Advisors as a Paraplanner in San Antonio, Texas. While there, she assisted the lead advisor with analyzing financial statements and assessing portfolio needs based on the clients’ financial goals.
Danielle graduated from Texas Tech University with a Bachelor’s of Science in Personal Financial Planning. In college, she served as an ambassador for the Personal Financial Planning department, a member of Red to Black Peer Financial Coaching, a member of the Personal Financial Planning Association, and vice president of Alpha Chi Omega Sorority.
Danielle spends her free time with family and friends. She enjoys playing with her dog, Harper, dancing and traveling.