Danelle D. Parmenter, CFP^®, CTFA

With a strong background in wealth planning, Danielle specializes in looking at each client’s situation through a lens of long-term planning but recognizing the present-day wants and needs. In addition to retirees (or soon to-to-be retirees), business owners and endowments, she works with many multigenerational families leading their strategic planning to transfer wealth efficiently while also preparing the future generations through financial education to receive wealth and the responsibility with which it comes. She received her Bachelor of Arts from the University of Michigan and holds both the CERTIFIED FINANCIAL PLANNER^® and Certified Trust and Fiduciary Advisor designations.