Our Dedicated Team
As an Independent Financial Advisory Firm, our team provides
the intimacy and personal attention of a small boutique with global resources of one of the world's largest financial services firms.
Dannie worked in the not-for-profit world for over 18 years helping some of the biggest non-profits in the community raise funds for operations, complete expansive capital campaigns and grow their endowments. The clients and donors she served worked hard for their money and were passionate about giving back. Through this experience she gained expertise in project management and relationship building.
Dannie received her Bachelor of Arts degree from Rollins College. She is active as a Trustee for the Manatee Community Foundation and a member of the Entre Nous Women's Service Club. In her free time she enjoys cooking, being outdoors and doing anything together as a family.
The Rest of Your Team
We maintain a network of professionals whose knowledge and experience rivals that of the largest firms.
Mortgage / Banking