Danielle has been with Kaplan Financial for nearly ten years. She has done exceptional analyses for Social Security decisions and high-level estate planning. Her analytic abilities and qualitative skills are essential to the firm.
She is a Certified Financial Planner™ and holds the Certified Trust and Financial Advisor (CTFA) designation as well. Danielle worked in the family office group of BNY Mellon as a Client Relationship Manager before joining Kaplan Financial in 2013. She is a graduate of Bentley University with a B.A. in International Culture and Economy.