About

Hey there! Welcome!

My name is Dana and I am a money nerd. I am here to help you live your best life. As a financial coach I will lead you, teach you, and coach you into using your money to live your best life. With my one-on-one coaching program, my mission is to help you sleep better at night knowing your money is taken care of. I hope you join me to learn money.

I am from beautiful Colorado and work hard so that I can spend my money on things I love which include the expensive ski passes, hiking gear and glamping necessities.  I studied at the University of Denver, have my bachelors degree in Finance and a Masters in accounting. I started my career in wealth management and transitioned into tax to get my CPA. I am now a retirement specialist and financial coach to individuals like you. 

I am so excited you are here!

Please note, no content on this site or any affiliated platforms is meant to be advice, rather we are here to educate. We recommend you consult with a financial professional before making any major money decisions.