Danielle “Dani” Zakrzewski provides client services and is Jeff’s Executive Assistant A native of Massachusetts, Dani was previously a small business owner and is no stranger to customer satisfaction, perseverance and countless hours of hard work. In fact, the COVID Pandemic helped her realize that her work-life balance was out of kilter and that it was time for a change. She enjoys every aspect of working at a financial planning firm, including helping Jeff stay organized, as well as helping the firm maintain and build new client relationships. During her free time, Dani enjoys cooking parties, aesthetics and practicing self-care, including yoga and pilates.