Danyelle brings a thoughtful and comprehensive approach to financial planning, helping clients align their financial lives with their long-term goals and priorities. As a CERTIFIED FINANCIAL PLANNER™ professional at Cassa Wealth Management, she partners closely with clients to develop personalized strategies designed to simplify complexity and provide clarity around their financial future.

Prior to joining Cassa Wealth Management, Danyelle spent two years as a Financial Planner at Ernst & Young (EY), where she specialized in retirement planning, asset allocation, income tax projections, and employee benefits education. This experience strengthened her ability to guide clients through multifaceted financial decisions with confidence and precision.

Danyelle focuses on delivering comprehensive financial planning solutions, including developing tailored client proposals, managing ongoing financial plans, and identifying tax-efficient strategies such as tax loss harvesting. She also plays a key role in enhancing the client experience by helping to streamline and improve internal processes, ensuring a more seamless and responsive relationship for every client.

Danyelle is also a Certified Exit Planning Advisor (CEPA®), allowing her to better support business owner clients as they prepare for and navigate business transitions. Through a structured planning approach, she helps align business value, personal financial goals, and exit strategies to support a more intentional and tax-aware transition.

Danyelle holds a Bachelor of Fine Arts from Brenau University in Georgia and an Associate’s Degree in Accounting. She maintains her Series 7, 63, and 65 registrations through LPL Financial, along with a Life and Health Insurance License.

Based in Hoboken, NJ, Danyelle enjoys immersing herself in New York City’s vibrant culture. Outside of work, she can often be found attending performing arts productions, exploring museums, taking part in historical tours, and spending time in the mountains of northern Georgia.