Service & Operations Manager
Danielle joined RH Wealth Advisors, Inc. in October of 2004. As a Registered Administrative Assistant with United Planners Financial Services, she holds her Series 7 and 63 Licenses. In this capacity her duties include opening of new accounts, processing all new business applications and funds transfers, account maintenance, preparing materials for client reviews, and processing orders and requests for existing clients.
Danielle was born and raised in Ventura County where she resides with her husband of 10 years and 5 children.