Hi, I’m Danette — a CERTIFIED FINANCIAL PLANNER® professional with 17 years of experience in the financial services industry. My mission is simple: to help individuals in our community feel confident about their long-term financial journey. Whether you’re preparing for retirement, exploring tax-smart strategies, or just trying to make sense of all the financial details, I’m here to help guide your path.
I’m an empathetic listener who genuinely enjoys hearing people’s stories — they’re the foundation of every great financial plan. Long-term planning is my specialty, and nothing makes me happier than helping someone take the next step toward financial independence.
I’m a proud University of Toledo grad (Go Rockets!), but you can hear me cheering loudly at OU Bobcat games — Go MAC! My husband and I have three awesome kids in the local school district, so when I’m not meeting with clients, you’ll likely find me riding bikes around town, hiking, coaching a team, hanging out at the dog park, volunteering at Habitat for Humanity, or serving a meal somewhere in the community.
At the end of the day, I just love to educate, connect, and serve. If you’re looking for a partner who’s invested in your financial success, I’m here to help.