A Vienna native, Dana graduated from the Alfred Lerner College of Business and Economics at the University of Delaware. She began her professional career in a client-facing sales role, learning the importance of customer relationships, business acumen — and grit.

During her years in sales, Dana was a president’s award winner, which further signified an ability to deliver for clients. Witnessing the positive impact her father and his team made on clients and their financial well-being, Dana joined the team to begin a career in wealth management. She is committed to building on the longevity and strength of the firm’s team for generations to come.

Dana splits her time between Washington, D.C. and San Diego, CA. In California, Dana resides with her husband, Robert, and their cherished goldendoodle, Brixton. She enjoys travel, skiing, and tennis.

Dana holds the FINRA SIE®, Series 7 and 66 licenses.