Danielle joined the SNBT Wealth Management department in 2022, after obtaining her Bachelor of Business Management degree from the University of Wisconsin Green Bay. Danielle specializes in trust and estate administration and works closely with clients on their estate planning needs, demonstrating tremendous technical expertise and working to establish and nurture client relationships.
Danielle is a graduate of the Cannon Financial Institute Personal Trust School I, II, & III, a three-year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
When Danielle is not working, she enjoys traveling with her family and volunteering in the community for different organizations.
Danielle is a graduate of the Cannon Financial Institute Personal Trust School I, II, & III, a three-year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
When Danielle is not working, she enjoys traveling with her family and volunteering in the community for different organizations.
Credentials
- Certified Trust and Fiduciary Advisor
- Graduate of Cannon Financial Institute Personal Trust School I, II, and III
- Bachelor of Business Administration with an emphasis in Human Resources from the University of Wisconsin Green Bay
- Licensed in the State of WI and MI for property and casualty insurance