Dana is a Partner & Wealth Advisor at the firm where she focuses on strategic financial planning, family governance, multi-generational estate planning, and philanthropic strategies for high-net-worth families. Her experience in the financial planning profession spans over 35 years, including her past role as President of another independent wealth management firm in Dallas. Dana is passionate about working collaboratively with clients, their families, and other trusted advisors. She enjoys presenting simple solutions to complex financial planning concepts, and she partners with her clients as they seek to achieve their long-term financial goals and objectives. She received the DFW Fi