Work with us.
Operations

Danielle White

Client Service Representative

Danielle White

Client Service Representative

Biography

Danielle joined our client service team in 2018. She brings a background in both the financial services industry and military to her role.

Danielle was born in North Carolina but raised in Illinois. She spent four years in the Air Force, where she served in an Ophthalmology and General Surgery clinic. As a patient advocate, she reported quality assurance measures to the hospital commander. Most recently, Danielle worked as a Branch Office Administrator for Edward Jones.

An amateur hiker and climber, Danielle enjoys spending time outdoors—in fact, she’s currently training for a marathon hike. She also enjoys fostering animals in need and spending time with her two daughters (whom she says keep her very busy)!

Community Involvement
  • Humane Society, Foster Parent, 2014- Present Alzheimer’s Association
  • United Way Walks, Team Lead, 1994- Present
Education
  • Southwestern Illinois College, Associates in Business Management, 2006
  • McKendree University, Bachelor of Science in Psychology, 2018

Insights

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

Read More
What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

Regardless of how you feel about the amount of assets you have or whether or not you think estate plans are only for really rich people, the fact is you need one to protect you, your family, and your stuff.

Estate planning is a process designed to help you manage and preserve your assets during your lifetime. Estate plans also conserve and control the distribution of your assets after your death in a way that aligns with your goals and objectives.

Here’s how to tackle this topic and what you need to do to get your own plan in order.

Read More
Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.