Danielle Jelic

Danielle is a Senior Client Services Assistant, where she has supported wealth management professionals and clients since 2018.  She earned her BBA in Finance from the University of Iowa and began her career as a financial analyst with Motorola.

Danielle has also spent over a decade as a fitness professional, teaching group fitness classes at LifeTime Fitness while raising her two sons.  Her diverse professional background has given her a strong foundation in finance, client service, organization, and building meaningful relationships with clients and colleagues.

Outside of work, Danielle enjoys staying active through various fitness classes, long walks with her dog and bike rides.  She especially enjoys spending quality time with her husband Tony and two boys.