Virtual Sales Assistant
Dana provides administrative support to Weston Banks Wealth Management. She assists our clients with account issues such as new account establishment and maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to both Weston Banks and Prospera Financial. Prior to becoming a sales assistant, she worked on the business development team for Prospera Financial Services and has been with the company for 28 years. Dana strives to provide excellent customer service to the Weston Banks Wealth Management clients.
Dana currently lives in Joshua, Texas with her husband of thirty years, Michael, and son, Brayden. In her spare time, she enjoys traveling, skiing and swimming.