FOUNDER, HERSTORY FINANCIAL | FINANCIAL TRANSITION COACH
I founded HerStory financial with one goal: instill confidence and peace of mind in my clients. As your trusted advisor, I am here to provide you with the keys to financial success so you can enjoy the road ahead and focus on what makes life so valuable - family. I invite you to learn more about my background below, and to give me a call when you are ready to begin your financial journey.
With over thirty years of experience in wealth advisory and corporate banking, Dana is her clients' trusted family advisor. She works with couples, women and families to identify their financial goals and what is most important to them. She advises a select group of women who are widowed, divorced or find themselves head of household to simplify and organize their finances with an overarching goal of peace of mind and increased confidence.
Prior to establishing HerStory, Dana worked for a Forbes 400 Family Office addressing multi-generational wealth issues in Chicago and Naples, Florida. Throughout her career, Dana held senior relationship management and wealth advisor positions at Citibank Private Wealth, US Trust, Bank of America Private Wealth management and JP Morgan Chase, working with private business owners and their families as their trusted family advisor. She was an investment banker on Wall Street for JP Morgan Securities and a Director in Corporate Finance Advisory at PriceWaterhouseCoopers. She has her NASD Securities Licenses 7, 63 and 65 as well as life/health/annuity insurance licenses.
Dana earned her MBA in Finances from the University of Chicago Booth Graduate School of Business and a BA in Economics and Classical Studies at DePauw University where she was in the Management Fellows honors economic program. She has lived and worked in Chicago, New York, London and Athens.
Dana's pride and passion lies in her community work with non-profit and civic organizations, including:
The League Club of Naples - Community Involvement Committee
The Naples Botanical Garden - Planned Giving Committee
The Conservancy of Southwest Florida - Magic Under the Mangroves Committee
The Naples Women's Club - Membership, Education and Literacy
The Guild of the Shelter for Abused Women and Children - Development
The Rotary Club of Naples
The University of Chicago Booth Alumni Club of Southwest Florida
She resides in The Moorings in Naples with her two rescue dogs and in season plays hosts to her nephews, niece and godchildren.