Danielle J. Ives, a financial advisor and investor since 2000, understands that each person’s and each family’s economic and life situation is unique. A word often used to describe Danielle is “caring”, and she is dedicated to learning about and fully understanding each client’s personal goals. Before she develops any financial recommendations or starts to craft a financial plan, she asks the important questions to find out the client’s current stage in life.

From there, both short term and long term objectives are identified so that the appropriate financial elements are incorporated into the client’s overall plan. And once Danielle has the custom-tailored financial plan in place, she continues to proactively work with her clients to review financial milestones, and ensure the client is always comfortable with the chosen financial path.

A differentiator of Danielle’s: she believes that personalized service and open communication is not only essential, it is paramount in importance when matching clients with the appropriate financial products and services. Danielle’s clients hear from her often, and her clients know they can reach out to her whenever questions arise.

Danielle earned her bachelor’s degree in Liberal Arts and Elementary Education from Villanova University. After graduating, she realized her interest had shifted to finance and from there attained her Series 6, 63, and 7 registrations (held through LPL) and 65 (held through Great Valley Advisor Group), and Life and Health Licenses in the financial world.

Outside the office, Danielle enjoys running and coaching lacrosse for her three daughters and spending time with her family and two rescue dogs. Danielle is married to her husband Chris, a native of Doylestown and a police officer for Hilltown Township.

Themes that are important to Danielle and her work include:

People are everything.
“When I started my business, I understood that the people – my clients, potential clients, partners, etc. – would be the difference between success and failure.”

Give first, share always.
“I treat others in the way I would expect to be treated by any professional I work with – I put the needs of my clients first, and make sure they are taken care of completely.”

Danielle closes her bio summary with a quote from the esteemed Warren Buffett, with these very wise words of wisdom:

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”

Therese has been a financial advisor since 2005, lighting the path for her clients to follow on their financial journey. Through financial planning and investment management needs, she services individuals and families, as well as businesses.

Therese produces a tremendous amount of trust and integrity that has resonated throughout her clientele. Her deep concern for long-term success is clear to those she services. 

Therese earned her Bachelor of Science degree for Financial Planning and Economics from Widener University. Therese then went on to LaSalle University for her master’s in finance, where she earned her M.B.A. During the program, Therese acquired the Series 66 (held through Great Valley Advisor Group) and 7 (held through LPL) licensing registrations, as well as Life, Accident and Health Insurances.

In her free time, Therese enjoys spending time with her husband Dennis, a Detective for Falls Township, and their three children. She also shows her love of this life through coaching lacrosse and running.

It is in my nature to integrate high quality service into the work I do for our clients. With over 20+ years of customer service experience, I have learned that customer service is not a department it’s an attitude. I strive to provide all with a positive and friendly attitude.

Courtney is originally from Texas and has called Tucson, AZ home for over 20 years. She holds a BA in Business Administration and entered the finance world in 2019. In 2020, Courtney received her Financial Paraplanner Qualified Professional™ designation from the College of Financial Planning.

She loves spending time with her daughter, Kenzie and partner Eric. They love to hike, practice yoga, watch Netflix and are all Tucson Foodies.