Dana joined Dowling & Yahnke Wealth Advisors in 2021. She provides administrative assistance for Grant Webster and Jake Erlendson. Prior to joining Dowling & Yahnke, Dana worked as a Client Service Coordinator for a national financial services company. Dana has a Bachelor of Science, Interdisciplinary Studies from Radford University.
Dana is originally from Maryland and moved to Southern California in 1998. She now resides in Poway with her husband.
What do you find most rewarding about working at Dowling & Yahnke Wealth Advisors?
I feel fortunate to work with a firm that has such high standards for the client experience. Not only does Dowling & Yahnke value their clients, but they also treat their team with the same respect. The office is a very welcoming environment. It’s a nice place to grow and learn each day!
Why did you join Dowling & Yahnke Wealth Advisors?
Dowling & Yahnke has the best culture of any company I have ever worked with during my career. Everyone is very welcoming, kind, helpful, and knowledgeable. The moment you walk through the doors you feel at ease. Dowling & Yahnke puts a lot of time and effort into training our team to ensure we succeed.
What is your favorite vacation spot? Why?
Santa Barbara is my favorite vacation spot. My husband and I met and were married in Santa Barbara. It holds a special place in my heart. We once lived there, so it’s nice to go back and visit some of our favorite restaurants while trying new ones as well. We love taking a morning walk over to Montecito and back. It’s a great way to start the day!
What is your favorite family tradition?
Every Labor Day weekend, my husband and I go to Boston to visit my sister and her family, and my parents travel up from Maryland. I love spending the day on their boat and having lobster rolls at night! Most evenings are spent relaxing by the fire pit. The time there always flies by way too quick.
What is your favorite hobby? Why?
My favorite hobby is taking Barre classes. I have found it to be a great way to stay in shape and is a terrific stress reliever. I’ve met lifelong friends while taking classes. It’s one hour of the day where you can focus on yourself.