Dana began her career as a client associate at a Wausau-based financial services company, where she developed fundamental investment knowledge. Throughout her career in financial services, she has developed an affinity for taking a team approach to providing personalized financial services for individuals and families. She holds Series 7, 63 and 65 securities licenses.
Dana provides comprehensive investment planning. She is committed to developing client relationships and plays a crucial role in helping clients pursue their financial and personal goals. Working closely with Scott, the two have developed a refined process designed to help clients manage, preserve and transfer wealth.
Dana enjoys spending free time with her five children: Landon, Colton, Camdon, Emmarie and Ashton. They like to stay physically and mentally active, playing sports together, camping and enjoying the outdoors. She especially enjoys running, cooking and traveling with her family.