Dana has been in the financial services industry for over 20 years, providing client service support to high net worth individuals and families. Prior to joining Cascade Financial Management in 2019, she was a client service representative for a local Investment firm, and previously a team leader for an advisory firm in California and an assistant manager with a regional bank. Dana attended the College of the Redwoods and currently holds her Series 65 license and is a Notary for the State of Colorado.
Hobbies: Dana’s passion is for animals and her family. Having a bulldog named Kiwi, two cats, Jax and Praya and a hedgehog named Hazel. On the weekends she spends time with her husband Dan, enjoying country concerts, snow skiing, movies and trying new restaurants. She also looks forward to getting back to California to visit her daughter Kyndra.
Quote: “Whether You Think You Can Or Think You Can’t, You’re Right.” – Henry Ford