Dana’s ability to handle any client request, question or concern with confidence is an asset to the family practice. Her caring and down-to-earth nature help her connect with clients on a deeper level and provide proactive and responsive service. “We treat clients like family and want them to enjoy their time with us as we keep them updated on their financial goals,” Dana says.
She has many responsibilities, including client communication, fulfilling client service requests, preparing performance reports and a host of administrative functions that keep the office running smoothly and efficiently. She holds Series 7, 9, 10 and 66 securities licenses.
Dana was introduced to finance and investing at a young age. “My parents taught us about taxes, credit scores, the stock market and the importance of saving. I hope by working in this field, I can help others gain that sense of financial well-being.” She joined the family practice in her current role in 2017 after two years at Jackson National Asset Management in Chicago. While earning her bachelor’s degree in finance and entrepreneurship from the University of Dayton, she learned the ropes alongside her mother, branch owner Sheri Lucas, as an intern. “I always knew I would join my mother in the industry, I just didn’t know when,” Dana said. So when a full-time opportunity at Aspire Wealth Planning opened up, she welcomed it with open arms. “I love working with my mother – I learn so much from her.”
Giving back is an important part of her life. The organizations she supports include the Literacy Network of Greater Cincinnati, an organization that raises awareness about literacy and helps children and adults learn to read. She also participates along with the practice in the Alzheimer’s Association of Cincinnati’s annual walk.
Born and raised in Anderson Township, Ohio, she recently moved to Madisonville. In her free time, she enjoys spending time with her fiancé, Thomas, and Goldendoodle, Sophie. Dana and Thomas are planning their summer 2022 wedding. You might also find her cycling, taking a Pure Barre class, exploring national parks and tackling home improvement projects.