One of the most important lessons I've learned after working nearly 15 years with people - relationships mean everything. Which is why I use that lesson every day to build strong relationships and partner with the families I commit to working with.
Through building my practice, I've experienced the struggles and pride of building something of value. Therefore, I focus on strategies that can help individuals and businesses in the communities I serve build wealth to achieve their goals over time.
When I think about the future of my two young daughters, I want our financial resources to be a positive influence. My clients feel the same way. So, I help families transfer their wealth responsibly and efficiently to the next generations.
When deciding to work with our practice, we start by finding out what's most important to you and understanding the real purpose of you goals. Then, we use an established process to build a personalized strategy to help you achieve your financial goals. Finally, we partner together for the rest of your life to help you stay on track.
My team and I will be in your corner during important turning points in your life. When times get tough, you will not face them alone. I'll confidently walk with you every step of the way.
We want you to feel understood, informed, in control and secure, while also having the time and assurance to focus on what brings the most meaning to your life.
Myself and my Branch Office Administrators, Karen Stanziano and Ashley Kahler, have a combined 30-plus years of customer service experience. Karen and Ashley also share my passion for service and building strong relationships with those that work with our practice.
When I'm not helping families with this important work, you can find me spending time with my wife, Kara, and my two daughters, Reese and Aubree. Outside of work you'll find me in the great outdoors.
We look forward to the opportunity to help. Please let us know when we can be of service.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Track & Field
- History and Museums
Phone NumberDana A Banyasz at (440) 808-0139
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