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.
Danica was also recognized as one of Finance & Commerce's Top Women in Finance in 2020.*
*The Finance & Commerce Top Women in Finance Award recognizes women who have made significant contributions in the financial arena by positively influencing their business, industry, or community. We solicit nominations from our readers and followers within the business community. The selection committee of outside professionals, some past honorees, chooses the new honorees based on business accomplishments, contribution, and community involvement. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.
In 2022, Danica was appointed to the Board of Directors of the Twin Cities non-profit Minnesota Council on Economic Education (MCEE).
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, an Accredited Investment Fiduciary (AIF®), and a Certified Divorce Financial Analyst (CDFA®).
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.