Since joining our team in 2019, Dana has proved invaluable in helping our clients keep their account paperwork in good order. With extensive knowledge in the areas of account opening, asset transfers and customer service, Dana is the friendly face and guiding hand our staff and clients rely on for efficient and effective client services.

Dana holds a vast spectrum of career experience ranging from reception, retail and customer service to graphic design and stay-at-home mom.

Dana believes in careful planning and purpose when it comes to retirement.

Away from the office, Dana enjoys spending time with her family. She’s a proud mom to three children and two adorable kittens. In addition to weekend biking and rollerblading with the kids, she loves to explore all of Michigan in their family travels. But she’s also checked out warmer climates like  Mexico and distant destinations like Denmark — with more world travels on her horizon!

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