Dannielle Roberts | Modern Woodmen Financial Representative

Dannielle Roberts

FIC, RICP®

Dannielle Roberts

FIC, RICP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Dannielle Roberts
At work

At work

At work

Why I do what I do

Why I do what I do

I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.

I serve members in…

Alabama, Mississippi, Tennessee, Georgia and Florida

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

people in all stages of life, whether it's a family just beginning the steps to secure their future or a retiree embarking on the journey they've dreamed of for years.

I am very proud of…

attaining MDRT status for the past seven years.

Before Modern Woodmen, I…

owned and operated a photography studio with my husband.

I chose Modern Woodmen because…

I believe in the organization. Twenty years ago, I sat down with a Modern Woodmen representative who helped me put my financial plan in place. Now I have the opportunity to return the favor by assisting my clients each and every day.

The best part of my career is…

helping my members. Whether it's planning for retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

a young mother told me that immediately after her horrific accident she had peace of mind knowing that if she did not survive, her family would be financially secure because of the life insurance plan we had recently put in place.

“I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.”
At home

At home

At home

My life outside of work

My family includes…

my husband of 37 years, my two children, their spouses, and three beautiful grandchildren.

In my free time, you can find me…

relaxing by the lake with my family.

I’m passionate about…

my family, my friends and my faith.

My greatest blessing is…

the opportunity that each day brings to make an impact on someone's life and future.

My personal motto is…

everyone deserves respect.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 25 years.

What I like best about my community is…

people genuinely care for one another.

I’m a member of…

Faith Fellowship Church, MDRT, NAIFA,

My favorite volunteer activities are…

Modern Woodmen Chapter events. Nowhere else have I been a part of an organization that thrives on giving back to local communities more than Modern Woodmen and its members.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Current insights

Current insights

Uncertainty at work can bring a lot of questions. You don’t need all the answers right away, but understanding your options can help you feel more grounded and confident about what’s next. If you’re facing changes or simply want to talk things through, I’m here. #LifePrepared #PlanAhead #ModernWoodmen #PeaceOfMind #FinancialPlanning #SmartMoneyMoves #PlanForTheFuture #RetirementPlanning

Birthday Book Club | Modern Woodmen

Our Birthday Book Club program is one step toward building your home library! Each year, member children can receive a free, age-appropriate book for their birthday. Ask me how to sign up your child.

Ready to declutter your finances? Here are five tips to spring clean your budget. 1. Conduct your own expense audit. Go through the last one to three months of expenses and locate potential wasteful spending. 2. Cancel or reduce subscriptions. Ask yourself if there are any you can downgrade. 3. Set spending caps. Set limits on a few categories – like eating out, shopping or coffee runs – to remain flexible. 4. Map out irregular expenses. Put money aside for things like car repairs, gifts, home maintenance and travel to prepare for the future. 5. Set one budget goal per month. Examples include reducing food delivery by $80, paying off a bill or building an emergency cushion.

IRA Graphic Caption: A helpful planning reminder if it’s been on your mind. You still have time to make contributions to your IRA for the 2025 tax year. The deadline is April 15, 2026. This can be a great opportunity to strengthen your long-term plan with intention, not pressure. If you’d like help determining whether an IRA contribution makes sense for you, I’m happy to talk it through. #LifePrepared #PlanAhead #ModernWoodmen #PeaceOfMind #FinancialPlanning #SmartMoneyMoves #PlanForTheFuture #RetirementPlanning

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings