Get Started
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

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.