Danielle Moss

Client Service Associate

Danielle Moss joined JJ Burns & Company in 2023. As a Client Services Associate, she supports our Operations, Financial Planning, and Investment Teams to provide exceptional service to our clients. She helps to develop and implement workflows and streamline internal processes.

Prior to JJ Burns, Danielle served as a Director of Recruiting in the financial industry, with an additional 17 years of experience in healthcare. Her love for helping people was a natural fit to shift her career into financial services where she can continue to impact people’s lives.

On the personal side

Danielle enjoys spending time with her family and friends, concerts, and the beach. She lives in Long Island with her wife, Sharon.

What Danielle brings to the table

Danielle loves to bake and is most famous for her chocolate rumballs, but she only makes them during the holidays so make sure you grab them while you can!

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager