Dani is Holistic Planning’s Tax Manager and works with our clients on their tax needs, including strategic tax planning and tax preparation. Dani’s addition to Holistic Planning represents our commitment to offering clients the full spectrum of services needed to plan for their financial futures. Tax planning is an integral part of a holistic financial plan, making Dani a valuable asset to our clients and an integral member of our team.
Dani is passionate about taxes and we’re confident her tax expertise will enhance our approach to holistic planning given taxes are an important aspect of a well-designed financial plan. Currently, Dani is working closely with the existing Holistic Planning team to understand our clients’ diverse needs and identify ways we can incorporate tax considerations into all that we do. Dani embodies our unwavering commitment to providing objective advice and exceptional client service. Dani is a Certified Public Accountant (CPA) and earned her master’s degree in Professional Accounting from Stephen F. Austin University.
Dani grew up in Nacogdoches and is an active member of the community. Dani lives with her husband, Brandon, and looks forward to helping those in her local area with their tax needs. Brandon is also actively involved in the local community and empowers today’s youth through his teaching and coaching jobs at Garrison High School.
Dani is the proud mother of a baby boy named Luke in honor of his beloved parental grandfather. Rounding out the family are Dani and her husband’s two pets – a dog named Duke and a cat named Jinx.
Dani enjoys the simple things a quaint town like Nacogdoches has to offer and spends her free time walking nature trails, running marathons, shopping, and eating at local restaurants. Dani also enjoys watching sports and can often be found cheering on her favorite teams, including the Garrison Bulldogs, where her husband is both the basketball team’s head coach and the football team’s offensive coordinator.
Holistic Planning, LLC is not a CPA firm. Tax advice and tax preparation is provided by Holistic Tax Solutions, LLC.