Our Team
Danielle Landsberg
Client Services Director
With over 15 years in the financial services industry, Danielle offers her expertise in client relations and practice operations, paired with a genuine dedication to helping clients feel organized, informed, and confident in their financial lives. As the Client Services Director, she serves as the primary point of contact for clients, overseeing communications, supporting account servicing needs, and ensuring our team consistently delivers the high level of care and responsiveness our clients expect.
Danielle holds both an Associate of Applied Science in Criminal Justice and a Bachelor of Technology in Criminal Investigation from the State University of New York. Her educational background contributes to her strong attention to detail and methodical, client-first approach.
Outside the office, Danielle enjoys maintaining an active lifestyle, exploring new destinations, and spending quality time with her family.