Jamie Danna, CFP®, MBA

My goal is to help you bring greater balance to your finances and align them with what truly matters in your life. Together we create a thoughtful financial plan and investment portfolio designed to move you steadily toward the goals you have for yourself and your family. We review and adjust these regularly, so you stay on course—even as life moves quickly around you.

I believe the real beauty of life lies in finding balance and then protecting it. Let me help you achieve that balance in your financial world so you can spend your time and energy on the people, experiences, and pursuits that bring you the most joy.

I’m passionate about guiding clients to connect their deepest values and life goals with the way they manage and grow their money. In our fast-paced world, true balance can feel elusive—I love partnering with people to make it real and sustainable through intentional financial decisions.

As a proud U.S. Army veteran, I served two tours in Iraq as a Finance Officer. That experience took me around the world, and today I’m grateful to call Pittsburgh, PA home, where I live with my family.

Outside of work, I find joy and equilibrium through time in nature—hiking, skiing, gardening, staying active, practicing yoga and meditation. I also cherish quiet moments with a good book and the excitement of new adventures.

I’d be honored to walk alongside you as you build a financial life that supports—not competes with—the life you want to live.