In addition to managing the day to day operations of the wealth management office, Dani is responsible for ensuring that all clients are “treated like family”. Through her extensive experience and customer service skills, Dani provides support to our financial advisors, enhancing the client experience. All client families have a unique set of needs and goals. Dani has tailored her skills to ensure that all client families feel valued and that their time visiting Hoosier Heartland Wealth Management is meaningful. Although her daily tasks include scheduling and confirming appointments, managing all phone traffic along with various special administrative projects, our client families are her number one priority. Her previous experience in sales as well as her service to our local school system have given her a great understanding and perspective of the needs of families. She is an invaluable member of the Hoosier Heartland family!
Outside of work, Dani is passionate about giving back to the community. Dani volunteers for various community projects throughout the year with Hoosier Heartland State Bank. Dani has been a Team Leader for the American Cancer Society Making Strides Against Breast Cancer and a member of the Event Logistics Team for many years.
Dani and her husband Brad have two daughters. In her free time, she enjoys spending time with family and friends, traveling, hiking, and cycling.