Dana graduated with honors from Stanford University in 1989 and began her post-university career as a Management Consultant with Andersen Consulting immediately after graduating. She joined the financial services profession in 1998 and quickly realized that money management done in isolation from retirement and estate planning often missed key opportunities and strategies. Her practice has always focused on financial planning needs first with money management strategies being derived from the planning process. She is dedicated to ensuring clients understand their current financial situation and the various avenues available to them as they move forward and pursue their goals.
Dana is a certified Financial Planner and CEO of the portfolio management firm Vision Wealth Management Ltd where she continues to practice her belief that thorough financial planning and portfolio building go hand in hand.