Director, Advisor Services
As a veteran of more than 20 years in the financial services industry, Dana has spent the majority of her time as a Financial Advisor specializing in wealth planning and management.
As our Director of Advisor Services, Dana’s proactive and highly organized nature is vital to providing clients with an exceptional experience at Aveo Capital. Her broad experience, combined with a service-minded approach, fosters the continual enhancement of services and tools to increase client satisfaction.
Education and Licenses
Dana is a graduate of the University of Colorado and holds her series 65 license.
As a leader in the community, her positions and accomplishments include Finance Committee Chair – SkyView Academy, Board Financial Advisor – Christian Women’s Business Owners (CWBO) and Founding Board Member/Treasurer – Arresting Love Ministries 2010, a Christian based organization whose mission is to support and help woman married to individuals in law enforcement.
Dana was born in Denver, where she resides today with her family – husband Jimmy and children Jake & Sarah. In her free time, she enjoys crafting, volleyball and travel with her family.