Dana is passionate about helping local retirees become engaged, educated and confident about their hard-earned assets. She credits this outlook to three things her Depression-era parents taught her: be conservative, start each day looking for ways to help others through a “servant’s heart,” and “Learn a lot and make new friends,” her dad’s daily quote.

She attended Clemson University before beginning her career in finance. Dana has always been drawn to working with retirees, whether through her church, a local senior center or in business.

Dana was born and raised in the Carolinas and has a daughter that graduated from Clemson University in Nursing and works in Trauma ICU. Her son has put his high school baseball cleats behind him and followed in the family footsteps by attending Clemson. Outside of the office, you can find Dana exploring small Southern towns for that perfect photography shot, piece of history, miracle of nature or restaurant. She feels most at home in the cool mountain air with her pets and favorite people cheering on college sports.