Cornerstone Investment Advisors, LLC
Dana has been an investment advisor representative and financial planner since 2015. She began her career with Trilogy Financial Service in Denver, CO. While at Trilogy, she prepared financial plans for clients, assisting them with setting financial goals and made investment recommendations for client portfolios. In 2014, she earned her MBA degree from Mills College in Oakland, CA. Prior to receiving her MBA, Dana managed a private piano studio for over 10 years. She lives with her husband and Aja The Cat in Nederland.