Dana is a graduate of Wingate University and has worked in the financial services industry for almost 30 years. He is a CERTIFIED FINANCIAL PLANNER™ professional and recently attained a Master’s of Science Degree in Personal Financial Planning. In 1999, Dana helped start JPS Wealth Management, a firm founded on the principles of sound advice, personal service, transparency and integrity. Since transitioning to Paragon Financial in 2011, these same values continue to serve as guiding principles for the firm.
Dana has a passion for helping people pursue their dreams. He has been married to his wife, Katie, for 26 years and has 2 grown children, Luke and Allie. He takes great pride in his family. He enjoys working hard, hiking, and traveling.