Danielle Gregory, CFP®
Senior Wealth Advisor
Dani began her career at Albion in 2011 as an Associate Wealth Advisor, where she gained experience in wealth advising and Albion’s investment management process. In 2015, Dani transitioned to her current role as a Senior Wealth Advisor. Dani combines intelligence and insight with a true desire to help our clients reach their financial objectives. Dani is a member of the Women of Albion Team, a group of Albion staff focused on the distinct requirements of Albion’s women clients.
Outside of work, Dani enjoys being active and spending time with her friends and family. Her appetite for activity is robust. She is an active swimmer, having been a competitor in the sport for twelve years and a member of the University of Utah swim team. Yet swimming is not enough – she also enjoys running marathons and participating in CrossFit competitions.
Member of NAPFA
Bachelor of Science in Politics, University of Utah