Dana, a native of Charleston SC, is married to her husband Mike and has a daughter, Sara.
Dana began her career with Consolidated Planning, Inc. in 1996. With over two and a half decades as Client Relations Administrator, she uses her organizational skills in the coordination and supervision of all office functions. Her sense of perfection has generated many accolades from our clients.
Dana helps clients to get financially organized and establish their goals and strategies to successfully accomplish their dreams.
Dana was appointed a Notary Public for Guilford County in November 2002.
Insurance Licensed in North Carolina.