Dani joined Spinnaker Financial Advisors as our Office Manager in 2005 where she has really enjoyed working with our clients. She uses her organizational, technical, and interpersonal skills to ensure that their experience with Spinnaker is comfortable and enjoyable. She not only takes care of our clients questions over the phone to discuss account balances, statements, and/or quarterly reports, she also takes care of scheduling meetings with our clients, whether it’s for their annual review of their portfolio or to make sure we’re still doing everything we need to be doing in order to meet their financial goals. Dani is in charge of setting up new accounts, transfer forms, and making sure all documents are accounted for. She is also responsible for getting our reports and billings out every quarter, our accounts receivable and our payroll.

Dani was raised in the Basalt/Firth area and graduated from Firth High School. She and her son and daughter have a home in Basalt. They enjoy camping, motorcycling, hiking, bicycling, snowshoeing, reading and Sunday family reunions at her parents’ house. She also loves to participate in the community Christmas Choir every year.