Dana joined Bank of Luxemburg in 2016 after working with a competitive bank in the region for ten years prior as a Market Manager and Investment Representative. Dana sets a foundation of building trust and long-lasting relationships by providing clients with timely, prudent and proactive financial advice. And she manages it all with a smile.
Dana’s attention to detail and broad scope of knowledge in the many aspects of financial services allows her to help clients with their full financial picture. She works closely with clients and their families to develop financial goals and plans to meet them. Dana also works with small business owners on retirement plans and group plans for their business. She has earned her series 6, 7, 66 and 63 licenses.
Dana was born and raised in Kewaunee where she still resides. Outside of work, she enjoys being outdoors, cooking , baking and spending time with her family including 2 daughters. She takes pride in being part of a smaller, close knit community where she can see the difference she’s making in people’s financial lives.