YOUR WEALTH TEAM

Danielle Meister, CFF, CDFA® – Wealth Advisor

Danielle is an Investment Advisor Representative, Certified Financial Fiduciary®, and Certified Divorce Financial Analyst® based out of Madrona Financial’s Park City, Utah office. With over a decade of experience in the financial services industry, she executes all aspects of financial planning: investments, alternatives, structured products, insurance, retirement planning, social security, taxation, estate, and legacy planning.

Danielle is a nationally recognized advisor with a published training series, Back to Basics, and has been featured on national television on CNBC, ABC, FOX, and PBS.

As a former competitive soccer player, Danielle enjoys running and pilates. Her husband, Will, graduated from the Air Force Academy as captain of the Lacrosse team and has gone on to be an H-60 Blackhawk helicopter and Delta pilot. Together, they enjoy hiking, biking, and skiing with their two daughters, Claire and Everly. As a family, they root for their favorite football teams, the Green Bay Packers and Denver Broncos!

“Financial wellness is the state of living in which your well-being is measured by the quality of your life.”

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Bellevue Office

050 112th Ave NE Suite 130

Bellevue, WA 98004

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

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