Meet the Experts Behind Your Success

Daniella is a Client Service Associate at SAX Wealth Advisors with seven years of experience in the wealth advisory field. She supports many aspects of the client experience, from meeting preparation and follow-up to client communications, operational support, and managing the day-to-day flow of information and client requests.

She attended Washtenaw and Oakland Community College before continuing her studies at Western Governors University, where she pursued a bachelor’s degree in Accounting and Business.

Outside of the Michigan office, Daniella enjoys spending time with her adult triplet sons, hiking and camping with her husband and dog, gardening, enjoying the outdoors, and beekeeping.