Danielle Williams

Head of Member Growth

Danielle spent years at Sun Life Financial as AVP, working inside a national advisor network — which means she has seen from the inside how these partnership models succeed, and where they stall. She knows the difference between a CPA firm that is genuinely ready to expand its service model and one that just thinks it is. She will tell you honestly which category you are in. 

In her IAN role, Danielle oversees the business development team responsible for identifying and engaging prospective CPA firm partners. She ensures that the people leading those conversations are aligned on the network’s standards, positioned to speak credibly about the model, and focused on finding the right fit rather than closing a transaction. She also plays an active, hands-on role in the long-term relationships the network maintains with both prospective and current member firms. 

If you are a CPA firm exploring membership in the Integrated Advisory Network, Danielle’s team will be your first point of contact — and she will be an ongoing presence as the relationship develops.