Dannie Robertson
Director of Client Relations
Dannie comes to us with an extensive Financial and Client Service background. She began her career in banking and then moved on to the wealth management industry.
Dannie has a passion for helping people. She enjoys working with clients in an administrative capacity each day, and takes pride in providing our clients with quality service.
When Dannie isn’t in the office, she enjoys her time spent with her fiancé, 3 sons, family and friends. She loves to spend time outside, at sporting events and traveling.
