Danielle Bailey

Danielle is a passionate and driven Financial Planning Analyst with a degree in Marketing from West Virginia University. This institution instilled in her a strong work ethic and a commitment to excellence that she carries with her throughout her career. She holds the professional designation as a Chartered Retirement Planning Counselor (CRPC).

In her role as a financial planning analyst, she excels in important and necessary aspects of the financial planning process such as research, data gathering, projections, analysis, compliance, and workflows. In addition, Danielle also heads up our client education and marketing efforts making sure that we are getting relevant information sent out in a timely fashion.

When not immersed in numbers and spreadsheets, she loves to socialize and connect with people to build relationships. Travel is another of her passions, but above all, her family and dog Gracie are at the center of her world.