Education: Northern State University
Experience: Over 30 years financial advising experience
Dana joined CorTrust Bank in 2008, as a Branch Manager and Financial Advisor with Raymond James Financial Services, Inc., for the northern South Dakota region. Dana obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. Prior to joining CorTrust Bank, Dana had been an independent Financial Advisor with Raymond James Financial Services for 19 years. Dana and his wife, Becky, have two grown daughters. He is located in Aberdeen, SD.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individual who successfully complete CFB Board's initial and ongoing certification requirements.