As a former educator, I am able to breakdown complex financial concepts into terms that are understandable
Growing up as a Midwesterner, Dana graduated Magna Cum Laude from Ferris State University before earning a master’s degree from Ashland University.
Dana spent 10 years as a teacher and a coach before joining the Allen & Company team as a Financial Advisor in 2012. She uses her experience in statistical analysis, data trending and client education to help clients navigate their journey to financial stability. She holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.
Immersed in her community, Dana devotes much of her time to Emerge Lakeland, Junior Achievement, and the United Way of Central Florida. She attends Highland Park Church of the Nazarene with her family, and enjoys using her collegiate basketball experience to serve on their All-Star Sports leadership team.