Dana was born in Moose Jaw, Saskatchewan and graduated from the Saskatchewan Technical Institute of Applied Arts and Sciences. He is committed to maximizing the financial planning protection and productivity for each client. He is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and believes that no task is too difficult to handle. His goal is to create financial peace of mind for every client.

Dana has a strong community presence in the Town of Okotoks where he has lived with his family since 2005. He supports the Okotoks RCMP/D.A.R.E. program, the Okotoks Rotary, the Sheep River Health Trust, the Foothills Hospice, Okotoks and District Chamber of Commerce, and is the Treasurer for the Sheep River Health Trust.