Director of Estate and Gift Planning
Regions covered: Great Valley Region South, Fresno, Central Valley, Santa Barbara, The Gold Coast and the Central Coast
Dana joined the American Cancer Society in 2016 after a 30+ year career in the financial industry working with individuals and business clients with their financial goals. She has been a volunteer with the American Cancer Society since 1998, leading events such as Daffodil Days, Relay for Life, and as a former chairperson of the ACS Community Council.
Dana has a degree in Human Resources, is a graduate of the Pacific Coast Banking School and a certified public speaker and trainer. She is involved in many organizations and participates on community boards. Being a cancer survivor herself, she understands the needs and concerns her clients may have. Through her passion for the American Cancer Society, Dana enjoys building strong relationships with her clients and advisors, always going the “extra-mile.”
For more information about Planned Giving, call 1-800-227-1885.
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