Kellie Borror Email & Phone Number

What drives me is the sense of peace and balance that comes with knowing you're on the right path.As a millennial juggling the demands of a career and family life, I understand the quest for balance—not just in managing time and responsibilities, but also in navigating the complexities of personal finances. This has not only shaped my personal journey but has also deeply influenced my approach to financial planning.In my role as Vice President of Daner Wealth, I work closely with our Founder Marc Daner guiding individuals and families through the intricacies of financial planning with empathy, experience, and a keen understanding of the challenges they face. We believe financial security isn't just about planning for the future; it's about creating a strategy that allows you to enjoy the fruits of your labor today while ensuring your long-term goals are within reach. This passion for financial balance is at the core of our practice. At our firm, we don't just manage assets; we strive to build lasting relationships based on trust, transparency, and tailored advice that acknowledges each client's unique life situation.Daner Wealth Management is an independent, SEC Registered Investment Advisor.

Listed skills include Financial Analysis, Risk Management, Marketing, Finance, and 15 others.