Broker Check
Danielle Green

Danielle Green

Client Communications Manager and Client Data Specialist

Danielle has been integral to strengthening client relationships through personalized service and effective client communications for WealthPlan since 2008. She has a passion for details and continues to work on improving office efficiency and workflows to ensure positive outcomes.

Away from the office, Danielle is an avid genealogist for her family and friends. She is involved with the Boy Scouts of America and has been instrumental in helping her son achieve the rank of Eagle Scout.