Danielle brings more than 27 years of experience in wealth advisory and family office planning to her role as a Wealth Advisor at SAX Wealth Advisors. She is deeply committed to being an advocate and trusted resource for her clients—implementing comprehensive strategies and maintaining accountability for every aspect of their financial and planning needs.

Throughout her career, Danielle has specialized in serving high-net-worth individuals and multi-generational families, providing a personalized approach that integrates investment management, estate and tax planning coordination, and risk management. Her extensive background in family office services enables her to deliver thoughtful guidance that supports clients’ long-term goals and legacy planning.
Danielle holds an M.B.A. from Long Island University, a B.A. from Drew University, and a Graduate Certificate in Financial Services Compliance from Seton Hall Law School. She is also licensed as a Life and Health Insurance Agent in New York and holds her Series 65 license.

Outside of her professional work, Danielle enjoys spending time with her husband and their two sons. A lifelong equestrian, she also enjoys boating and playing tennis whenever she can. Danielle is also actively engaged in her community and continues to support local organizations and causes.