Dana has been in the financial services industry for 35 years. She has set a foundation of building trust and long-lasting relationships with our clients. She has worked throughout her 35 year career to help ensure that our clients' service expectations are not only met but exceeded. While she has vast experience in the financial industry, what makes Dana unique is level of care she has for each client on a personal level.
She enjoys spending time with family, cooking, gardening and yoga.