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DANAE M. McDaniel


M.S., M.A., CFP Candidate, LPC
Tax Preparer, Investment Advisor, Financial Planner

Business Development & Marketing Director


Danae joined the firm in 2013 and currently serves in a multi-faceted role. Her passion for helping people make GREAT financial decisions can be felt by each person she serves. This passion has driven her to succeed both academically and as a practitioner in her fields of expertise.  She provides client servicing, investment advice, tax analysis, and comprehensive financial planning. As a key member of our team, Danae collaborates with technical experts and third party professionals to provide excellence in servicing.  Besides her technical skills, she also brings with her a broad and deep knowledge of marketing, ensuring that our message, philosophy, and way of doing business is communicated to each prospective client.  Additionally, Danae is a Certified Life Coach and Life Planning Facilitator and has helped numerous people overcome roadblocks and obstacles to reach their goals and realize their dreams for a successful future.  She holds a Bachelor of Science degree in Kinesiology, a MA in Christian Ministry, and a D. Min. with an emphasis in organizational development. Danae recently added to her credentials an M.S. in Business Psychology from Franklin University. She is a licensed tax preparer for the firm, has successfully completed the FINRA 65 exam, and is currently a candidate to receive the esteemed Certified Financial Planner TM designation this fall.  She is the mother of two teen-aged daughters and loves watching them grow into incredible adults.