Vann has served as a Thrivent advisor for over thirteen years and is passionate about walking alongside people as they pursue their financial goals and live generously. He takes particular interest in helping clients explore tax‑efficient strategies and gain confidence as they plan for retirement, always with an eye toward aligning financial decisions with what matters most to them.

A Savannah native, Vann was raised in the community he now proudly calls home and is raising his family here as well. His deep roots in the area shape both his personal values and his approach to serving others.

Over the course of his career, Vann has been “blessed beyond measure” with the opportunity to build meaningful, long‑term relationships with kind and generous people—many of whom have become close, valued friends. He has had the privilege of growing a talented team and working alongside professionals who share a commitment to service, integrity, and putting clients first.

“Plans fail for lack of counsel, but with many advisers they succeed.”

— Proverbs 15:22

Dana has over a decade of experience helping individuals and business owners identify their goals and work toward meaningful outcomes. He takes a thoughtful, values‑based approach to financial guidance, viewing it as a way to help people live with greater clarity, confidence, and purpose.

Although his roots are in Southwestern New York, he takes immense pride in calling the Lowcountry home. Savannah and its surrounding communities resonate deeply with him because of shared values centered on faith, family, generosity, and responsibility.

As a Christian, he approaches his role with care and intention, recognizing the responsibility that comes with helping others steward their resources well. He is passionate about empowering people to make the most of what they have—so they can support the people, communities, and churches that matter most to them and give abundantly to what they value.

Outside of work, Dana enjoys disc golf, cheering on the Savannah Ghost Pirates, and spending time with friends and family.

From an early age, investing and financial stewardship have been an integral part of who Carter is. Introduced to investing via the high school stock market game and through lessons from his father, he developed a lasting interest in how financial tools can help people work toward their goals. What began as curiosity has grown into a lifelong commitment to serving others through thoughtful, purpose‑driven financial guidance.

Over more than three decades, he has gained a deep appreciation not only for investing, but for people and the unique goals, dreams, and challenges they bring. He approaches financial planning as a tool—one designed to help individuals and families pursue their goals with confidence, clarity, and peace of mind. Whether clients arrive with a clear vision or are still shaping their goals, he enjoys partnering with them to create strategies that support both their financial future and what matters most to them.

In addition to his financial experience, he holds a Doctorate of Ministry and is a certified life and leadership coach—backgrounds that shape his listening‑first, service‑oriented approach. His focus is on reducing stress, simplifying decisions, and helping clients feel supported every step of the way.

Outside of his professional role, he treasures time with his family—his wife, their two children, and their golden retriever. Together, they enjoy being outdoors. Whether beach or lake, they spend time on the water creating memories and sharing adventures. He and his wife are also avid scuba divers!

Deeply rooted in service, Carter and his family are active in their church and local ministries and enjoy giving back to their community through volunteer work.