Dana joined 1816 Wealth Management Partners in 2008 and holds the title of Registered Business Coordinator. She is a Muncie native and got her start in business in 1987 working for her Father’s consulting firm. She then decided to be a stay at home Mom for 15 years while raising her three children. During that time she was head coach at WesDel High School for four years and coached at Wave Volleyball Club.
She holds Series 7, 63, and 65 securities licenses and Wealth Management Specialist Certification. Dana really enjoys the relationships she’s formed with clients over the years. “I enjoy creating smiles, developing relationships, and making a difference in people’s lives.” Dana and her husband, Michael, reside in Muncie. Dana has three grown children and two grandchildren. In her leisure time she enjoys reading, hiking, travel and spending time with her family and friends.
I enjoy getting to know each client personally so that I can make a difference in their life and help put smiles on their face.