Danielle Walker
“I like to make sure that the clients are happy. My role is to make sure that they have a seamless process. It’s our job to make sure we guide them through the next steps and get them to that place where the plan is finalized, it’s in place.”
Danielle has held various roles in the financial industry over the past 10 years, starting with administrative work before progressing to client servicing and assisting advisors.
Growing up in a small town, Danielle witnessed firsthand the dedication her parents poured into providing for their family. Inspired by their work ethic, she embarked on her own path to support her son from a young age, starting work in an advisor’s office at just 18. She recalls moments of uncertainty in these early experiences, such as being asked to fill a form for a voided check and she admits, “I didn’t even know where the routing number was versus the account number!”
It was at that moment, Danielle realized her formal school education did not include teaching financial skills, and she set out to change that for her own future. She shares that when she started, “I knew it was a way to provide for my son and there were other ways I could have went – but why not stay in the field when I’m so interested in learning about it?” Now, she holds her life/health insurance license and has passed her Series 65 Exam.
At Dynamic Wealth Strategies, Danielle maintains an open line of communication with our clients and is able to assist with customer service requests. She also contributes to preparing our advisors for meetings, and she enjoys analyzing plans and solving problems to help reach financial goals: “What’s excited me is actually putting plans together for people that maybe didn’t have the time, or had all these goals but didn’t know how to put it to paper.” She values the intimate atmosphere of a boutique firm where she can contribute as a team player and also provide a personal touch for clients.
Outside of work, Danielle treasures moments spent with her son. Whether cheering him on at choir performances or attending basketball and football practices and games, Danielle embraces the role of being her son’s biggest fan.