Our financial advice team

Dannie is the Director of Client Relations, bringing a wealth of experience and a deep passion for client service to the Wealth Management industry. Dannie not only works directly with clients but also creates and oversees all service processes within the office, ensuring that operations run smoothly and clients receive a seamless experience

As the Business Development Director, Keri thrives on creating meaningful connections and bringing people together, both in her professional role and in her personal life. In addition to managing marketing initiatives, Keri plans and executes company events throughout the year—a role she especially enjoys, as it allows her to combine her love for people with her skills in event coordination.