Dana joined Confluence Financial Partners with a passion to help others with their financial goals. Dana finds immense responsibility and excitement to be in a position that can have such an impact on clients and their families. Dana believes that building rapport and delivering exceptional experiences for clients is foundational for a long-term relationship.
Before joining Confluence, Dana worked with PNC Bank and JPMorgan Chase where she focused on helping business owners and mass affluent private clients. Dana graduated from Robert Morris University with a Bachelor of Science and is currently an investment adviser representative and will be working towards Certified Financial Planner™ certification in Fall 2021.
Dana lives in Franklin Park with her husband, Mike, and their two children, Michael and Olivia. Pittsburgh has always felt like home for Dana and her family, especially after returning from living abroad in Italy for 6 years.
In her spare time, Dana is a Certified Personal Trainer and Health Coach. She holds other certifications ranging from CrossFit to Pilates. Dana also enjoys reading, traveling, and spending time with her family.