Dana Everett
Wealth Advisor
Dana is passionate about helping individuals and families protect what matters most through education, guidance, and personalized insurance solutions. She believes that informed decisions create stronger futures and is committed to helping clients gain the confidence they need to make important financial protection decisions. Her approach is built on trust, transparency, and creating meaningful relationships that last.
Known for her thoughtful and approachable nature, Dana is dedicated to providing a supportive experience where clients feel heard, informed, and empowered. She believes that every conversation is an opportunity to educate, build confidence, and help others take meaningful steps toward greater financial security.
Getting To Know Dana
Why I do what I do
I'm passionate about helping individuals and families make informed decisions about their education and finances because I've seen firsthand how knowledge can transform lives. My goal is to empower people with the confidence to make informed choices and build a secure future.
My industry career consist of
With over 15 years of experience working alongside top firms in the financial services, I’ve collaborated with industry-leading organizations, contributed to high‑impact initiatives, and developed a reputation for being thoughtful, approachable, and deeply committed to helping clients feel confident and informed. My background spans strategic guidance, and personalized protection planning, allowing me to deliver solutions rooted in trust, transparency, and long-term relationship building.
In my free time, you can find me
Staying active by going for walks, working out, and playing handball. I also enjoy reading about personal growth and financial education, which inspires me to keep learning and bring fresh ideas into both my personal and professional life.
My favorite quote is
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style."
— Maya Angelou
My hidden talent is
Playing card games—I enjoy the strategy, critical thinking, and friendly competition they bring.
Professional
Years of Experience
