Professional Experience

As a Retirement Plan Advisor at Sentinel, Dana works hard creating plan designs and strategies to solve the challenges faced by many organizations. From small to large, she helps businesses of all sizes. 

Before coming to Sentinel, Dana worked for 10 years as a Retirement Plan Consultant where she won a range of awards for her services, including Top Producer in New Jersey and Consultant of the Year. Alongside her extensive consultant work with nonprofits, Dana has honed her ability to assimilate and understand the unique needs of clients. 

For Dana, knowing that her work helps people achieve a sound retirement is one of her favorite parts of working at Sentinel.
 

Certifications

• FINRA Series 6 & 63
• Life and Health and Variable Annuities
• Accredited Investment Fiduciary® (AIF®)