I began investing at a young age and quickly realized the benefit of making wise financial decisions. After earning my BA in Marketing from Augusta State University, I spent several years in banking. My time in banking affirmed my passion for helping others with their financial needs and goals. As VP of Daner Wealth Management, I bring my demonstrated and dynamic financial industry knowledge. I am responsible for client account management, monitoring daily operational processes including trading, regulatory compliance adherence, and supervising back-office records to mitigate risk and ensure compliance with legal and regulatory requirements. I have li