Danielle began with the firm in 1998. She's played an active role in the firm's success over the years and has worn many hats, including a named shareholder, Director of Client Relations and Chief Compliance Officer, until October of 2008 when she took a break from the firm to focus on her family. During "the break," Danielle continued to provide investment advice to individual clients through the Knoxville, Tennessee-based firm, Patriot Investment Management, and handled client needs such as estate and tax planning as a self-employed attorney. As of May 2011, Danielle is back with the firm on a part-time basis and is primarily handling the portfolios and day-to-day needs of our individual clients as well as taking part in the firm's investment policy discussions, affecting all pension and individual accounts.

Danielle earned her Series 65 Investment Advisor Representative designation in September of 2001. In May of 2002, Danielle earned her J.D. from Northern Illinois University College of Law, where she took a number of courses that focused on issues pertinent to our client base including securities law, estate planning and taxation. Danielle has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008.