Dana is a Client Service Associate and acts as the liaison between our clients and other financial institutions, CPAs, and financial advisors. With experience in client relationship management, she prides herself on helping build lasting client relationships, focusing on retention and ensuring that the client’s needs are consistently met or exceeded.
Dana has spent her career in various customer service roles. She was the operations manager at an interior design firm and was an executive assistant to the CEO of a large contract furniture company in Colorado Springs. Before coming to Legacy, she owned her own personal assistant/organizing business. She has loved being a mom and dedicating her life to raising her two daughters for the past twenty years.
Dana lives in Colorado Springs. She enjoys the outdoors and sunshine and spending time with her family and her pets, drag racing, golfing, and shopping.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.