Danielle is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. She has worked in the financial services industry since 2011 and began her career at Cuna Mutual Group in 2015. She has worked within the Executive Benefits department assisting with sales and service, until taking on her new role as an executive benefits specialist.
Prior to joining Cuna Mutual Group, Danielle worked as a financial planning assistant with Private Wealth Practice of Ameriprise Financial Services. In that role, she worked with an advisor to create holistic financial plans and reviews. She has also worked as a retail banker, helping individuals and small business owners manage daily finances and banking needs.
Danielle graduated from the University of Wisconsin—Madison with a Bachelor’s degree in international studies and political economics. She holds FINRA Series 6, 7, 63 and 66 securities registrations with LPL Financial, the Certified Financial Planner® designation, the Chartered Financial Consultant® designation, as well as life, health, and annuities licenses.