Danielle Converse
Financial Advisor|CFP®, ChFC®
Professional
Dani (she/her) began her career with Northwestern Mutual as an intern in 2015 before joining full time as a Financial Advisor in June of 2017. She is a graduate of Simpson College with a double major in Marketing and Global Management and a minor in French. She holds her FINRA Series 6, 63, and 7 registrations, as well as Life and Health Insurance licenses. Dani is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant.
Dani’s passion for her work comes from serving healthcare professionals, women in a variety of industries, and the LGBTQIA+ community. Dani’s approach to planning uses empathy, humor, and thought leadership so her clients walk away feeling empowered and confident in their financial plan.
Originally from Storm Lake, Iowa, Dani currently lives In Urbandale, Iowa with her husband, Geoff, daughter, Sloane, and their cat, Margot. Outside of work, Dani enjoys giving back to her community and is passionate about supporting Blank Children's Hospital, specifically the Neonatal Intensive Care Unit (NICU). She also enjoys being outdoors, traveling, and baking delicious treats.
DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Chartered Financial Consultant (ChFC®)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
