Dana joined Brandywine Wealth Management, LLC in 2014. She is our Certified Financial Planner and specializes in tax analysis and retirement planning. Dana is extremely passionate about building relationships and helping clients develop and manage their financial goals as they go through life transitions.
Dana has a BS in Education from West Chester University. She acquired her Certified Financial Planner certification from the College of Financial Planning in Denver, CO. Dana acquired the following Financial Industry Regulatory Authority (FINRA) Registrations which are held through LPL Financial: General Securities Representative, Uniform Securities Agent State Law, and Uniform Investment Advisor Law.
Outside of work Dana enjoys spending quality time with her husband. Together they love traveling, going to country concerts, and camping.