Dana began her career at RBC Wealth Management in 1996 after working at a mutual fund company for two years. She graduated from Miami University with a Bachelor of Science degree in business. With her long, tenured career, Dana demonstrates a rare combination of experience and long-term continuity with the clients she serves. She aims to provide quality guidance at all phases of wealth planning. In her free time, Dana enjoys spending time with her family, reading, and traveling.
Dana has been recognized as an AdvisorHub Advisor to Watch in 2026.