Daniela is a native Chicagoan and Client Advisory Services (CAS) specialist. She joined Echales, Benjamin & Simkin, LLP in 2005 and remained there for 16 years leading up to the firm’s joint merger with The Hechtman Group in June 2021. Before her career in finance, Daniela was a medical staff credentialing specialist with a hospital.
Daniela believes in the importance of politeness, and perhaps that is why her favorite quote is “You can’t control what life throws at you, but you can control how you react to it.” When meeting with a client she first asks about their day. It is getting to know them personally that creates a bond of trust and open flow of communication that enables her to optimize a strategy that meets the client’s goals.
Although Daniela grew up in Illinois, she loves the beaches and the weather of San Diego. She enjoys traveling with her husband and 3 kids and hopes to experience Bora Bora in the future. When not planning trips, Daniela enjoys time at home with her two rescue dogs Cali and Vader, gardening, and expanding her sneaker collection.