Dana has spent more than a decade helping individuals, families, and business owners identify what matters most to them and create financial strategies that support those priorities. He believes that financial planning is about far more than investments and numbers. At its best, it provides clarity, confidence, and the freedom to pursue the life people feel called to live.

Known for his thoughtful and approachable style, Dana enjoys helping clients simplify complex financial decisions and gain a clearer understanding of their options. Whether assisting someone with retirement planning, navigating a major life transition, growing a business, or building a legacy for future generations, he strives to ensure every recommendation aligns with both their financial goals and personal values.

Originally from Southwestern New York, Dana has fully embraced the Lowcountry as home. He is deeply connected to the Savannah community and appreciates the area's strong sense of faith, family, generosity, and personal responsibility. Those values resonate with his own and continue to shape the way he serves clients and builds relationships.

As a Christian, Dana views financial stewardship as both a privilege and a responsibility. He is passionate about helping people make wise decisions with the resources they have been entrusted with so they can care for their families, support the causes they believe in, invest in their communities, and give generously to their churches and charitable organizations. He finds great fulfillment in helping clients discover that financial planning is not simply about accumulating wealth, but about using resources intentionally to create impact and support what matters most.

One of Dana's favorite aspects of his work is the opportunity to build lasting relationships with clients. He values taking the time to understand each person's unique story, goals, and motivations, believing that meaningful financial guidance begins with listening well and serving with genuine care. His desire is for every client to feel informed, empowered, and confident in the decisions they make.

Outside of the office, Dana enjoys spending time with family and friends, playing disc golf, and cheering on the Savannah Ghost Pirates. Whether attending local events, supporting community initiatives, or enjoying time with loved ones, he values the relationships and experiences that make life meaningful and is grateful to call Savannah home.

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

Proverbs 15:22