"The best part about creating a plan, is when clients see just how much their goals financially and beyond align with their core beliefs & values."
Danielle crossed the doorstep of Allen & Company in 2014 and hasn’t looked back since.
Danielle came to Allen & Company fresh after her 2 years of service with AmeriCorps, where she volunteered as a literacy tutor with young students in Lakeland and the greater Polk County area. Since her start at Allen & Company as a Registered Client Service Associate, she completed the Series 7 within her first 4 months. Shortly thereafter, within the first year of her Allen & Company tenure, she added a second designation by completing the Financial ParaPlanner Qualified Professional course. Additionally, Danielle earned the Executive Certificate in Financial Planning from the University of Tampa over a 9-month period during 2016-2017. In August of 2018, she earned her Certified Financial Planner™ designation as one of the firms youngest CFP® professionals.
Danielle graduated from Lee University in 2012 with a Bachelor of Arts in Public Relations and a minor in Business Administration.
Danielle is passionate about community as demonstrated through her high level of engagement. Currently, she’s a member of EMERGE Lakeland, a young professionals organization, an active member of Access Church, and volunteers for several other organizations within the community. Most recently, she completed the Y-Lakeland Summer Leadership Program through the LEDC.