Danielle joined Martin Tax & Financial Services in 2022 as our Office Manager, where she played an integral role in supporting the firm's daily operations and creating a positive experience for our clients. As her passion for financial planning grew, she transitioned into the role of Paraplanner, where she now supports our advisors throughout the financial planning process.
In her current role, Danielle assists with preparing comprehensive financial plans, conducting research and analysis, and helping ensure each plan is thoughtfully developed. Her background in operations, client service, and tax preparation provides her with a well-rounded perspective that helps connect the tax and financial planning sides of the business.
Danielle is passionate about financial planning and enjoys supporting the process of helping clients work toward their financial goals. She is committed to continually expanding her knowledge through ongoing education and professional development. Outside of the office, Danielle enjoys spending time with her children and family.