Danielle Anderson
Administrative Services
Danielle Anderson is a seasoned IRA Processor who has served as the department’s director since 2018. If you’re wondering who processes your retirement documentation, or if you want to know who to ask to better understand the retirement terms and jargon in your forms, Danielle is your ultimate go-to person. As someone who loves helping people when it comes to making the most important retirement decision of their lifetime, Danielle is an adept pro who can help clients streamline the entire process with ease, commitment, focus, and integrity. In short, she won’t give up until clients are satisfied. Danielle holds a Bachelor's Degree in Business Administration/Real Estate, Finance, and Insurance, plus 17 years of professional experience to go with it.