Dana has been with Retirement Planning Specialists, since January 2007. Her background has been in the travel industry and management. Dana operates as the office manager, and handles bookkeeping, technology, special client events, handling all vendor relationships and contracts, as well as scheduling client reviews.
Meet Dana and her family
Dana is an Oregon native and has lived in the Rogue Valley since 1980. She is married to her husband, Bruce, also an Oregon native with roots in Ashland and they have one daughter, Keely. Dana and her family enjoy traveling together, always seeking a new adventure wherever they go. In Dana's personal time, she enjoys long hikes on the trails around Ashland and having a nice local glass of wine with friends at one of the local wineries.
*Not registered with TD Ameritrade.