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Danielle  Allen

Danielle Allen

Administrative Assistant

Danielle joined the team in 2017 as an assistant. She enjoyed her job so much that she decided to get her license as an advisor in 2020. Since then, family duties called and Danielle had to make a decision that best suits her family. She has taken a step down from her role as an advisor so that she can focus on the needs of her family but is still serving clients as an assistant the same way she has been doing since she was hired in 2017.  Her desire to deliver personalized client service is one of the many reasons Danielle feels passionate about her work. Her love of people, attention to detail and her desire to help others makes this role the perfect fit for Danielle’s caring and enthusiastic nature.

Given her high-energy personality, it’s no surprise that Danielle is also a fitness guru! She can often be found doing high-intensity cardio and weightlifting, and she is always challenging herself both in and outside the gym.

When she’s not at the office assisting clients, Danielle loves to spend time with her husband and their four beautiful children. Though they enjoy being active outdoors, they’re not against snuggling up and watching a movie! Their Great Dane and Shih Tzu love to join in the fun, though they’re a bit of a mismatched pair!