Dannie Krueth

Dannie is the Director of Client Relations, bringing a wealth of experience and a deep passion for client service to the Wealth Management industry. Her journey began as a High School Intern at a bank, where she developed an early understanding of financial services and client needs. Since then, she has honed her expertise in both banking and wealth management, always with a focus on providing exceptional service and building strong, lasting relationships with clients.

In her current role, Dannie not only works directly with clients but also creates and oversees all service processes within the office, ensuring that operations run smoothly and clients receive a seamless experience. Her attention to detail and commitment to excellence play a crucial role in maintaining a high standard of service across the team.

Dannie’s dedication to helping others is at the heart of her approach. She thrives in her role, working closely with clients every day, ensuring their financial goals are managed with the highest level of care, attention, and professionalism. Whether in an administrative capacity or client-facing interactions, Dannie takes great pride in delivering personalized, thoughtful service that exceeds expectations.

Outside of the office, Dannie enjoys spending quality time with her husband and three sons, as well as her extended family and friends. Whether enjoying the outdoors, attending sporting events, hosting family dinners or traveling, she values the moments that allow her to recharge and connect with loved ones.