Dana began her professional financial career in 1996 with a national financial services company. In 2003 she left that firm to become an Independent Financial Advisor. Previously Dana had worked in the banking industry, owned a small business, and had over seven years of management experience in the natural food industry.
Dana holds a Bachelor of Science degree with a double major in Finance and Sociology from the University of Oregon. Currently Dana holds her Series 7, 6, 63, and 66 securities registrations. She also holds state insurance licenses for providing life, disability, annuity, and long term care coverage in Oregon, Washington, and California.
Dana focuses on providing independent and objective advice to best serve the interest of her clients. She helps her clients identify their financial goals and investment risk tolerance and time horizons, and helps them develop long term strategies to attain their goals. Dana offers advice on portfolio allocation, retirement planning, college funding, asset management, insurance analysis, retirement plans for small business, and financial planning.