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 bachelor’s degree in business administration, specializing in finance and supply chain management, and a minor in economics. 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.
Online Blog Resources
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.
We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.