The best parts of my day are the moments I spend interacting directly with our clients. I love to talk, so getting a couple minutes to laugh or discuss events in their lives provides an enjoyable diversion.

Danielle Stenzel

Administrative Assistant

Danielle Stenzel

Administrative Assistant

Danielle’s Story

Danielle joined CenterBridge Planning Group in October of 2017, having worked alongside Jeff McCabe and Andy Burr at their previous firm since 2015. In her role as Administrative Assistant to each of the advisors, she handles the processing of all new accounts, transfers, contributions and withdrawals, and runs the day-to-day office operations for the Buffalo office. Aside from the fact that no two days are ever the same, getting to interact with different clients each and every day is her favorite part of the job.

Staying in her hometown, Danielle attended Niagara University, earning her Bachelors degree in Computer and Information Technology in 2014. She continued at Niagara University to complete her MBA in Financial Planning in 2015.

Education

Niagara University, BA

Niagara University, MBA

About Danielle

In her spare time, Danielle enjoys reading, Notre Dame Football, and experimenting with new recipes for her family to try.

Contact

P: (716) 626-2518

E: dstenzel@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

© Copyright 2014 - 2018