Welcome Susie and Karla to the Team!
We are excited to announce Susie Howson and Karla Schroter have joined Danielson Group Wealth Management!
Susie Howson joins us from RBC Wealth Management where she was a Private Banker and Wealth Planning Specialist. Her role on the team will be to work with Private Family Office clients and medical specialists on their complex wealth planning needs.
Karla Schroter has joined our team as Manager of Client Experience. Her role is to focus on ways to create that “WOW” factor to ensure we exceed our client’s expectations.
Click here to read their bios.