Broker Check
Dana Niedzwiecki

Dana Niedzwiecki

Administrative Manager

As Administrative Manager, Dana is instrumental in setting up accounts for our financial plans.  Her systematic approach and keen eye for details ensure your plan is implemented by executing your paperwork, following up on transfers and creating automation where possible. She also helps provide critical client support, resources and assistance in order for our clients to pursue their financial goals. 


Arizona State University
Bachelor of Science in Economics with two minors in Business and Philosophy, graduated summa cum laude