Danielle Kling joined Keefer Financial as Operations Manager in May 2021. Danielle graduated
from Spoon River Valley high school in 2008. She attended the University of Wisconsin school of
Business where she obtained a Master’s Certificate in Project Management, and has had
experience with Financial Institutional services since 2016. In October of 2022, she obtained
her Illinois Notary Certification, allowing her to expand her services within the company.
Danielle is responsible for operational requests including opening new accounts, asset
transfers, roll overs, client ACH/check distributions, client contributions, along with other
related client account tasks. Danielle oversees and maintains compliance requirements, and
also maintains and integrates new technology. She also provides behind the scenes support to
the entire team to ensure our client’s and team’s immediate needs are always met. Her
assistance allows Sarah to truly focus on her clients and help them and their families work
toward creating a path to a brighter future. She resides in the rural area of Fairview with her
husband, Douglas, and daughter, Allie.