Dana is a Senior Client Service Associate at Trueblood Wealth Management. Her commitment to building strong and meaningful client relationships are skills that set Dana apart. She considers clients as an extension of her own family, providing unwavering support through various life stages and financial changes. Clients value her friendly demeanor and exceptional attention to detail.

A proud graduate of Xavier University, Dana majored in occupational therapy and earned a Master’s degree in Educational Administration. Prior to starting her career in the financial industry, she worked as an occupational therapist, most notably at Cincinnati Children’s Hospital.

Beyond her professional pursuits, Dana enjoys spending quality time with her husband, Keno, their children Dylan and Paige, and their dog Obi. She takes great satisfaction from volunteering and attending her children’s school and sporting activities. Dana loves traveling with her family, attending live music events, pilates, hiking and photography.