With more than 20 years of experience in the financial services industry and a passion for helping clients make informed choices, Danica enjoys seeing her clients achieve their goals on their own terms. As an advisor and educator for individuals, families, and business owners, she is able to hone in on and address the issues of the greatest importance for many different types of clients. In addition to providing comprehensive financial planning and wealth management services, Danica also helps individuals who are facing major life transitions, including retirement, divorce, death of a family member, or the sale of a business.
Experience and Education
Danica has been in the financial services industry since 1994. She earned her bachelor’s degree in business and administrative studies from Lewis & Clark College and an MBA from the University of Oregon. She is a CERTIFIED FINANCIAL PLANNER™ certificant and an Accredited Investment Fiduciary® (AIF®).
A widow herself, Danica lives in Saint Paul, Minnesota, where she spends time quilting, baking (and basking in the glow from her two state fair ribbons), running outside when the temperature is above zero, reading, and planning vacations that minimize the impact of Minnesota winters.