Port St Lucie, FL 34986
Fax | 772-340-5722
E-mail | firstname.lastname@example.org
Dana has worked in the financial services industry since 1997. He takes pride on his independence and ability to provide objective advice and strategies that truly have the client’s best interests in mind; building financial plans designed to help provide greater financial freedom.
Areas of Expertise
- Financial Planning
- Retirement Planning
- Accredited Asset Management Specialist (AAMS)
- Accredited Investment Fiduciary (AIF)
- Certified Estate Planner (CEP)
- Chartered Retirement Planning Counselor (CRPC)
Outside The Office
In addition to his financial planning practice, Dana enjoys serving as the Missions Team Leader for his church, Christ Fellowship, in Port St Lucie. He also serves as a board member for Graceway Village; and as an advisory council member for Place of Hope, a faith-based children's organization providing family-style foster care for children and families in FL.
Dana has been in Florida since 1995, he currently lives with his wife and daughter in Palm City Farms, where he enjoys living the agricultural life on a full working farm. In addition to managing the farm, Dana and his family enjoy traveling, fishing and hunting.
Dana has been married to his wife Chris for 33 years. He has 3 children and 3 grandchildren.
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