Dana is passionate about educating others to make better financial- and health-related decisions.
She spent over 25 years in various executive positions in the corporate world. Industries she’s worked in are mortgage banking, automotive, high tech and telecommunications. After starting a consulting practice in operational and business process improvement, she was later recruited by a Medicare Advantage health plan insurance company; where she acquired her expertise in Medicare A, B, C, D and Medigap.
Dana is on the Board of Directors of the Dallas Local for the National Association of Insurance and Financial Advisors (NAIFA)*. She is also a member of the Dallas Association of Health Underwriters (DAHU/NAHU).
Dana has lived in the Dallas area most of her life. She is an avid reader and enjoys an occasional game of golf. She has a son and a daughter who, between them, have blessed her with four grandchildren. Her perfect vacation is bareboating in the Virgin Islands and snorkeling in turquoise waters.
*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian