“The people at Truepoint are what attracted me to this job opportunity. It is refreshing to work at a company that truly values its clients and employees, and it’s this culture that inspires me to be the best professional version of myself.”
Danni’s Story
As a Family Wealth Specialist, Danni provides ongoing support to Truepoint’s multi-generational family office clients. She currently manages the firm’s bill-pay service and serves as a key resource for day-to-day family office financial needs. Her responsibilities include processing wires and ACH payments, facilitating transfers between accounts, managing capital calls, and coordinating tax and loan payments. Danni is committed to delivering an exceptional service experience and works closely with service providers to ensure timely, accurate, and seamless financial operations.
Outside of work, Danni enjoys spending time with her husband and children and actively supporting her daughters at sporting events and performances. She loves cooking, interior design, reading, and traveling, and is always eager to explore new hobbies. Danni also gives back to her community by volunteering with her church and other nonprofit organizations.
Specialties: account management, conflict resolution, gift transfers and designations