Danielle LeBoeuf

Operations Associate

As our Operations Associate, Danielle LeBoeuf is a go-to person for client accounts. She opens new accounts and helps clients with account contributions and withdrawals. She also prepares the materials and gathers the information needed for our advisor-client reviews. Danielle’s mission in everything she does is to provide customer service that not only meets but exceeds client expectations.

Danielle started her working life in the oil, gas, and transportation industries. After she realized she needed a change, she launched her career in financial services. She has been with our wealth management firm the past eight years, previously serving as Senior Administrative Assistant at Asset Management Resources. She finds it gratifying to help our clients daily and to make sure they are happy with the service they are receiving.

A resident of Baytown, Danielle enjoys spending time with her family. You may also find her curled up with a book (she has read too many great books to decide on a favorite), enjoying a night of karaoke, or relaxing on vacation, especially if it’s a cruise.

Education and Designations

Certificate in Computer Science, Ascension College