Dana helps to maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority. She also provides support for our team’s client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.
Dana earned a bachelor’s degree in Business Administration from Bowling Green State University. Originally from Strongsville, OH, Dana lives in Broadview Heights with her family. In her free time, Dana enjoys reading, cooking, and spending time with family and friends.