As a Client Relationship Consultant, Danielle helps clients build and maintain corporate retirement plans. She seeks to enhance each relationship and plan through high quality service and responsiveness. Danielle’s background allows her to readily understand client concerns, offering consultative services to meet their needs and create effective solutions.
Prior to joining Shepherd Financial in 2020, Danielle spent 12 years in the retirement industry, specializing in defined contribution, defined benefit, non-qualified, cash balance, 403(b), and 457 plans. She worked as a Relationship Manager for both Fidelity and The Standard, serving clients in Indiana, Ohio, Kentucky, and Tennessee.
Though she was born and raised in the New York City and New Jersey areas, Danielle has lived in northern Kentucky for the past 13 years. She enjoys spending time with her daughters, her husband, Ryan, and their two dogs. Danielle and her family love to travel and all things Disney.