“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.”
As a client service associate, Danni provides ongoing support to Truepoint advisors. In this role, her responsibilities include custodial relations, opening new accounts, and servicing new accounts.
Outside of work, Danni loves to spend time with her family and close friends and attend her children’s sporting events. She also enjoys traveling and cooking with her husband and is always up for discovering new hobbies. Danni gives her time volunteering with her children’s schools and clubs and with her church.
Specialties: account management, conflict resolution, gift transfers and designations