Dana provides administrative support to our team at WealthVisory. She can assist with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to us and the Prospera network. Prior to becoming a sales assistant, she worked on the business development team for Prospera. She strives to provide excellent customer service to all WealthVisory clients.
Dana lives in Joshua, Texas with her husband of thirty years, Michael, and son, Brayden. In her spare time she enjoys traveling, skiing, and swimming.