Meet Dana
As the Director of First Impressions, I ensure our clients have a welcoming experience the minute they step in our firm. I am passionate about providing our clients with the best service possible. I am also involved with marketing for our firm, scheduling meetings, and many other administrative roles that help things run smoothly.
Prior to my time at SRQ Wealth, I worked as the Membership Coordinator at my local YMCA. I recently earned my bachelor’s in political science at Florida International University, and I have hit the ground running. I was born and raised here in sunny Florida and am proud of my status as a true Florida native.
Aside from work, I love to spend my spare time traveling, exploring new restaurants with my boyfriend, and doing 5ks. Having a great balance is essential!