Danielle Williams

Agency Supervisory Officer


For Danielle, the best part of the financial services industry is that it is always changing which keeps it challenging. As Agency Supervisory Officer, Danielle works with advisors on a variety of duties including the submission of new investment business and liaison between our advisors and broker-dealer.

Danielle has prior experience with compliance from her previous role at another local broker-dealer. With her background, Danielle can use her knowledge to help producers run a compliant business

Danielle lives in Fort Atkinson, Wisconsin, with her two boys. In her spare time, Danielle is playing the role of football, baseball, cross country and track mom. She also considers herself a bit of a foodie who enjoys cooking and trying different ethnic cuisines.


  • English


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