Client Service Specialist
With over three years of wealth management experience, Danny enthusiastically brings his in-depth knowledge and natural curiosity to every client project and interaction. Whether he’s creating a financial plan, assisting with the implementation of investment strategies, attending client meetings, or coordinating account administration activities, Danny assists our advisors to help clients meet their goals.
Danny joins Trellis having spent the past three years as a Client Associate at Laird Norton Wealth Management. Prior to Laird Norton, he worked as a Research Analyst at Ipreo in Raleigh, North Carolina. Danny’s passion for assisting clients can be traced back to his role as a Financial Planning Intern at Gottfried and Somberg Wealth Management in Glastonbury, Connecticut.
Danny earned both a Bachelor of Science in Business Administration with a specialization in Finance as well as a Bachelor of Science in Accounting at Elon University’s Martha and Spencer Love School of Business in Elon, North Carolina. Danny is a CERTIFIED FINANCIAL PLANNER™ and has completed the CFA Level 1 exam. When not at Trellis, Danny can be found enjoying the great outdoors with his partner Katie and their dog Alfie. Danny is based out of our Seattle office.