Operations & Client Services Manager
As our Operations and Client Services Manager, Danae oversees the administrative operations of the office and client accounts. She has been with Capital Financial Planners since 2008. Being an incredibly detail oriented individual, Danae is the go-to person when it comes to anything concerning the administrative details of client accounts. She can help to answer numerous client account questions.
Danae is an Oregon native and graduate of the Lillis School of Business at the University of Oregon. When not assisting clients or rooting on the sports teams of her alma mater, Danae enjoys playing golf, reading, and participating in team sports. Danae is involved in the Salem community, having coached several youth sports teams and serving on the Board of Directors for Family Building Blocks.