With 15 years of experience in financial services with nearly a decade of that in the mortgage industry, Dana has a wealth of knowledge and expertise to offer his clients.

Dana strives to understand each client’s individual needs and goals for the future. He commits himself to every person he works with, managing their concerns and questions with empathy and care. Knowing that a person will have multiple mortgages throughout their life, having someone to trust can make all the difference.

Dana understands that the mortgage process can be confusing, and even frustrating. Setting expectations upfront can alleviate those potential challenges. He understands the financial stresses that people live under and wants his clients to know that someone who cares is taking ownership of the complex process. Dana’s goal is always future oriented, making sure you obtain customized solutions today that will benefit you tomorrow.

“My goal is to improve my clients’ financial picture and set a roadmap for success in the future. Helping save money through reduced rates or getting rid of high interest debt can be life changing and brings the greatest joy.”

A man of many talents, Dana has worked as an EMT and after receiving a B.B.A from the University of Cincinnati Lindner College of Business in Finance and Real Estate, spent years as a stockbroker and investment advisor. Later, he received a Juris Doctor from the University of Dayton School of Law that has helped craft his high ethical standards and analytical mindset. Through it all, helping people make sound mortgage decisions is his favorite role. He understands that home is where you find happiness away from the stresses of life; it is where we establish family.

Outside of work, you can find Dana enjoying music and cooking and participating in activities such as working out, playing, or watching sports (especially his children’s), being on the water, and traveling. He also makes time for faith, volunteering and spending family time with his beautiful wife, Lisa, and their three children, Aiden, Dawson, and Sawyer.