Danielle is the most recent addition to our team, joining June 2022. Danielle’s role and responsibilities include customer service, financial planning software, technology assistances, and social media lead.

Prior to joining our team, Danielle was the Branch Operations Specialist for the Santa Rosa Raymond James office since March 2019. Danielle graduated from CSU Chico in 2017 with her BS in Business Administration with a focus in Finance. Danielle is an alumnus of the business fraternity Phi Chi Theta where she was a sustainability director. She currently holds her Series 7 & 66 license and is a Notary.

In Danielle’s spare time, she enjoys attending to her Spring Hills Community Church, working out, hiking, walking her dog Remington, working in her yard with her chickens, and spending time with her family. Danielle lives in Santa Rosa with her husband, Travis, son, Jackson, and, daughter, Lena.