Chief Operating Officer
With over 20 years of financial services experience, Dana contributes valuable expertise to our firms on money matters, successfully crafting impactful wealth management programs. Working closely with financial professionals, she uses her keen eye to identify their product and compliance needs, skillfully combining both to gain a panoramic view of the advisory landscape.
As a driving force and spirit behind establishing our NOVA Women’s Collective, she passionately advocates for the support and guidance of women in our industry and leads a united front in the pursuit of solidarity and success.
She hails from the Lone Star State, a true Texan through and through. Her academia journey led her to the University of Texas at Austin, where she earned a Bachelor of Arts in Spanish with a minor in Business. Longhorn football is near and dear to her heart, and as fate would have it, she met her husband at the games. As a devoted fan, her family has held season tickets for over 30 years – so you know exactly where she’ll be on game days. Hook ‘em!
On non-game days, you’ll find her enthusiastically cheering for her daughter at gymnastic competitions and indulging in some country music – mostly the classics with a few new artists sprinkled in.