Your goals are my goals. With experience spanning over two decades as a financial advisor, I have enjoyed partnering with my clients as I help them achieve their goals. I take great pride and satisfaction in providing confidence for my clients as I guide them through the investment decisions that accompany their most important life events.
In 1998, I obtained my first of many securities licenses. I was fortunate to be able to work as an apprentice to a successful financial advisor while still in college. The training I received allowed me to move on to a position with Choice One Bank as a financial advisor where I gained a vast amount of knowledge and experience. In 2006, I achieved my personal and professional goal of becoming an Edward Jones financial advisor. I soon assumed the responsibilities for the Comstock Park, MI office. In 2014 another milestone was reached when I purchased the commercial building where the office is located.
I am a passionate believer in community. I enjoy volunteering locally with my free time and currently serve as the president of the Sparta Chamber of Commerce. I am board member of the Sparta Community Works Events nonprofit and am a founding member of Sparta¿s Michigan Apple Fest. I am a strong advocate of our local schools where I have volunteered in the classroom as well as teaching on behalf of Junior Achievement.
I am the mother of two beautiful children, Wyatt and Whitney. Being their mother is my greatest joy and pleasure. I enjoy spending my personal time gardening and am an avid kitchen hobbyist with canning and baking in my list of favorite activities. While I have a strong knowledge of the markets and finances, I also enjoy life in the country with all that comes with it, farming, gardening and of course, pets. A goat might be in my future!
- Divorce Finances
- Business Retirement Plans
- Domestic Partner Finances
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Personal Fitness
Phone NumberDana Belliel at (616) 784-9622
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