Danielle MacRae, MBA
Danielle understands the firm’s profound responsibility of managing clients’ finances and emphasizes the importance of exceeding expectations in every aspect of service. She is dedicated to delivering consistent, high-quality financial planning, recognizing the trust clients place in the firm. In her career, Danielle has learned the critical importance of active listening. She recognizes that everyone has a unique story and desires to be heard, emphasizing the value of understanding and validating client experiences.
In Danielle’s words, “While the Investment Team manages the assets, I empower clients to actively manage their financial habits.”
Danielle’s Role as Director of Financial Planning:
- Determining clients’ needs, wants and goals and creating a realistic budget to keep them on track.
- Coordinating with the investment team to oversee financial plans.
- Regular client check ins to ensure they are on the path to reaching their goals.
Education / Certifications:
- Caldwell University: B.S. Business Management, B.S. Marketing
- Caldwell University: Master of Business Administration (MBA)
- Financial Paraplanner Qualified Professional (FPQP)
Outside of work, Danielle is actively involved in her children’s extracurricular activities, including dance, gymnastics, and soccer. She also coaches T-ball and leads her daughter’s Girl Scout troop. She enjoys spending time with her family in nature, including going for hikes and soaking up sunshine at the lake. Danielle is involved in nourish.NJ and KINDeR Community (Kickstarting Inclusion for Neurodivergent and Disabled Residents).