Dana Bath

Wealth Advisor

As a veteran of more than 30 years in the financial services industry, Dana has spent the majority of her time specializing in comprehensive wealth planning. Her extensive knowledge and experience, combined with her dedication to service, consistently elevate the client journey. Dana’s genuine care and concern for her clients makes her a true asset to her clients. They often describe her as having a “heart of gold” and fondly refer to her as their “guardian angel.”

Education and Licenses

Dana is a graduate of the University of Colorado.


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 is married with two children. In her free time, she enjoys crafting, volleyball and traveling with her family.