Say hello to


danielle from heller wealth management team

Danielle Urrea

Operations Manager

When it comes to ensuring all of our systems and processes are interconnecting, interfacing and interacting seamlessly, no one is better suited – or more qualified – to identify, assemble and orchestrate the moving parts that keep us up and running
– and up to date.

Danielle’s dedication to continuously reviewing and improving our operations and systems in order to optimize the client experience is just one of the many skills that make her an invaluable member of our team. Her ability to focus on the big picture while fine-tuning the details is especially important in ensuring we’re always ready – and fully able – to meet every client’s needs.

Prior to bringing her talents and tenacity to Heller Wealth Management in 2021, Danielle spent over 14 years at Ameriprise Financial, where she perfected her recipe for systems success.

It’s a trait she comes by honestly having grown up in a traditional Italian household. Where venerated recipes are passed down through the generations, and pride in what comes from ‘la cucina’ is paramount. When not blending ingredients for either culinary or ‘systems ops’ perfection, Danielle can be found hunting for ‘hidden gem’ eateries, cheering on her beloved Yankees, cherishing her first-born child or simply savouring the citrus-and-salty delight of a finely-made margarita. Salud!