About Jennifer (Dani)
Dani takes pride in helping to develop effective personal and professional relationships with each client by offering a personalized approach to professional investing. Her expertise includes portfolio management, life goal planning, and wealth planning with a strong focus on newly independent women through divorce or death of a spouse. Dani believes that education is the key to helping clients keep their long-term focus. She takes her fiduciary responsibly seriously and her commitment to financial planning is at the heart of what she does.
Dani was born and raised in Maryland. She lives with her husband and two children, Maddie and Liam, in Cockeysville. When she is not cheering on her kids on the soccer field, she serves as treasurer for the school PTA and is a volunteer coach for Wings for Widows. After college, Dani raced on a J27 in Baltimore for several years. She would like to get back to racing sailboats one day.
Education and Professional Milestones
-East Carolina University - bachelor’s degree in finance
-Started her career at Legg Mason in 2003 and has also worked at Morgan Stanley and The Simmons Partnership
Dani takes pride in helping to develop effective personal and professional relationships with each client by offering a personalized approach to professional investing. Her expertise includes portfolio management, life goal planning, and wealth planning with a strong focus on newly independent women through divorce or death of a spouse. Dani believes that education is the key to helping clients keep their long-term focus. She takes her fiduciary responsibly seriously and her commitment to financial planning is at the heart of what she does.
Dani was born and raised in Maryland. She lives with her husband and two children, Maddie and Liam, in Cockeysville. When she is not cheering on her kids on the soccer field, she serves as treasurer for the school PTA and is a volunteer coach for Wings for Widows. After college, Dani raced on a J27 in Baltimore for several years. She would like to get back to racing sailboats one day.
Education and Professional Milestones
-East Carolina University - bachelor’s degree in finance
-Started her career at Legg Mason in 2003 and has also worked at Morgan Stanley and The Simmons Partnership