Danielle McKenna is a Financial Paraplanner Qualified ProfessionalTM and the executive planning assistant at Cornerstone Financial Group. She joined the team in 2016 after having raised her children at home for 11 years. Clients often comment on her excellent follow-through, because she never forgets appointment reminders, account status updates, and never leaves a call or email unanswered.
She schedules appointments, processes beneficiary changes and distribution of funds, and meets with clients to gather their initial financial information. She’ll also collect for each client all account statements and relevant financial materials to thoroughly prepare them for their annual financial review.
Clients get to meet her at all of the educational seminars held by Cornerstone as she’ll greet you at onsite registration. When Danielle interviewed at Cornerstone, she was intrigued by Craig Watkins’ passion for helping people work toward their retirement goals.
Earlier in her career, Danielle was an administrative assistant and DMV specialist for Chrysler Financial. In 2001, she decided to move to the personal/home loan industry and became a loan specialist and later an assistant branch manager at American General Financial Services. She helped borrowers consolidate debt and assisted clients in applying for a personal or home loan, all the way from the application process through underwriting.
Danielle lives in Shingle Springs with her husband and three children. She enjoys remodeling her home and watching her kids play various sports.