As a Partner and Senior Wealth Advisor, Dana brings her passion for creative, holistic financial life planning to Coastal Bridge Advisors. Truly committed to having a meaningful impact both in clients’ lives and at the firm, she carefully combines extensive industry knowledge and wealth management expertise with a unique planning approach — striving to make a positive difference one inspired vision at a time.
Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives near and far. Acting as their personal CFO, Dana looks at a client’s entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multi-generational wealth transfer strategies. Dana believes that if clients are open to greater possibilities and are willing to realign their focus with an ignited personal vision, the highest level of fulfillment can be well within their grasp.
Prior to her roles at Coastal Bridge Advisors and TrinityPoint Wealth, Dana was a Senior Wealth Advisor at Beirne Wealth Consulting for five years. She began her advisory practice in 2005 with A.G. Edwards, an investment firm in Wilton, CT, known today as Wells Fargo Advisors in Westport, CT.
Dana has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification (2012), recognized as the standard of excellence for personal financial planning. Her passion for truly holistic planning led her to earn the Registered Life Planner (RLP®) designation in 2016/2017 from the Kinder Institute of Life Planning. Dana has also received the Accredited Asset Management Specialist® and the CERTIFIED 401(k) PROFESSIONAL designations. To complement her investment advisory practice, she holds life, accident and health insurance licenses and is an affiliate of the Connecticut Partnership for Long Term Care.
Dana’s work has been recognized by the financial services industry. In 2016/2017, she was selected to be a member of the first class of the G2 Leadership Institute — a two-year program designed by The Ensemble Practice and Fidelity Custody and Clearing to develop the independent financial advice industry’s next generation of leaders. She has also been published in Kiplinger.
Dana has a B.S. in Finance and Insurance with Summa Cum Laude honors from Northeastern University.
Dana resides in the Farmington Valley area with her son and finds time to recharge while practicing yoga, riding horses, or simply getting outside in a beautiful setting. Dana is passionate about health and wellness, and is certified in Reiki levels I and II.
