Meet Dana
Dana is a Wealth Advisor based in Chicago, Illinois. She has spent her entire career working at registered investment advisory firms. Before joining Mercer Advisors, she served as a wealth advisor at Mariner Wealth Advisors for a total of seven years. She earned her B.S. degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois. Dana is a CERTIFIED FINANCIAL PLANNER® professional.
Dana’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Dana has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Dana’s working style is rooted in kindness, trust, and genuine connection. She takes the time to get to know you personally and understand what matters most in your life. Financial planning isn’t “one size fits all”, so she moves at your pace, making sure you feel informed, comfortable, and confident every step of the way.
Dana in real life
Any words you try to live by?
“Zoom out” is something I come back to often. A reminder to pause, gain perspective, and not let the small stuff take up more space than it deserves.
What keeps you busy outside of work?
Outside of work, life revolves around family. My husband and I live on the south side of Chicago with our daughter and our Goldendoodle, who both bring us joy.
What’s one thing you are surprisingly good at?
Meeting new people. Every person has a story, and I love hearing them all.
Dana’s snapshots
Articles by Dana
Making a Backdoor or Mega Backdoor Roth Contribution in 2025
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