meet our team
Director of Operations - firstname.lastname@example.org
Danielle has been in the Wealth Management business since 2006, she joined the Principium Tactical Wealth Management team as Director of Operations in 2016. She is responsible for the oversight of all client services, procedures and operational systems. Danielle’s hands-on experience and customer focus help ensure a superior customer experience based on their individual needs
Danielle has over seventeen years of experience supporting wealth management teams of high net worth individuals and independent corporations. She is a firm believer that great customer service is crucial to winning over the long haul and that receiving great service should be the rule, not the exception. Danielle welcomes her customers as if they were her only by providing ongoing support to existing clients regarding the company’s services while contributing to our mission of helping clients plan for their financial future.
Danielle has lived and worked throughout the country, but has always considered herself a Michigander at heart and is pleased to have put down roots with her family in Howell, MI. Danielle, her husband and two daughters enjoy all things outdoors. Both Danielle and her husband are avid fresh and saltwater anglers.