Danielle Veloso is a Financial Planner and the Agency Financial Manager at The Garback Agency. Her role as a planner is to help individuals and families create a plan to achieve their desired outcomes, whether it is for protection, education, retirement, or legacy.  She graduated from Villanova University with a bachelor’s degree in accounting, then continued on her education with certifications in finance and financial planning.  After working as an auditor for KPMG and a controller for a software company, Danielle had developed a desire to build relationships with individuals and be a resource throughout their lifetime.  Therefore, she began her education with The American College of Financial Services and became extremely intrigued by financial planning.  This led her to join The Garback Agency in 2018 and begin working with our community to create those relationships and plans. 

 

As a goal-oriented person, Danielle has always believed that what doesn’t challenge you, doesn’t change you.  She believes this same philosophy applies to planning – to ignite change, you sometimes will have to do the hard thing, whether that’s asking for help or taking action to achieve your goals.  Danielle has chosen her life’s work to be alongside those that ask, those that want to invest in themselves, and those that are up for the challenge.  She will continue to choose this every day because she loves being a part of someone’s life journey and being there to achieve what they desire most. That theme permeates throughout our team members at The Garback Agency and creates outstanding outcomes for those that embrace it.

 

When Danielle is out of the office, she enjoys spending time with her husband and family, exercising, cooking, travelling, reading, and learning. 

 

“I do what I do because I care.  And if you care about your financial wellness too, let’s make a plan.”