Wealth Advisor, CFP®
Danielle is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in the financial planning industry since 2015 and joined the Merriman team in 2020. She graduated from Central Washington University with a degree in business administration, specializing in finance and supply chain management, and a minor in economics. Her education, understanding of personal finances, and passion for helping others drew her to a career in financial planning. Danielle has particular experience with retirement planning, charitable giving, tax and estate planning, and trusts.
Outside the office, Danielle mentors students from her alma mater, spends time learning about other areas of interest—such as coding and minimalism—and enjoys being active outdoors with her friends by playing soccer, hiking, climbing, and snowboarding. She will be hiking from Mexico to Canada on the Pacific Crest Trail this summer