Meet Dana
As the Marketing Specialist at SRQ Wealth, I focus on creating a warm and seamless experience for our clients and professional partners. I help coordinate our events, support our marketing initiatives, manage our social media presence, and keep many of our relationship-focused efforts moving smoothly. My goal is to make sure every touchpoint feels thoughtful, welcoming, and aligned with the service our firm is known for.
Before joining SRQ Wealth, I worked as a Membership Coordinator at my local YMCA. I earned both my bachelor’s degree in political science and my Master of Science in Marketing from Florida International University. As a lifelong Floridian, I’m proud to build my career here in the Sarasota area.
Outside of work, I live in Lakewood Ranch with my fiancé, Steven, and our two tuxedo cats, Loki and Thorfinn. I’m a fitness enthusiast, love trying new restaurants, and enjoy spending time outdoors. Finding balance and staying active are important parts of my life.