Many of our clients, especially women, need an emotional ally—someone who makes it acceptable to enjoy their wealth. I love being that person.
“Many of our clients, especially women, need an emotional ally—someone who makes it acceptable to enjoy their wealth. I love being that person.”
One of our key objectives at RZH Advisors is to completely mesh each client’s wealth with the manner in which they choose to live. Dana is at the very heart of that mission. A founding principal of RZH Advisors, she is the firm’s Chief Planning Strategist and created the comprehensive and unique process we use to develop each client’s financial plan.
Perhaps even more important, Dana is the person clients often turn to for important conversations about their wealth and their emotional relationship to it. One of Dana’s passions is helping clients unravel their sometimes complex feelings about their wealth so they can embrace it and gain peace of mind. Women in particular gravitate to Dana and deeply appreciate her insight and counsel.
Dana received a BBA in accounting from Western Connecticut State University and is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants, the Financial Planning Association, American Bar Association Family Law section, and the Institute for Divorce Financial Analysts. She’s also an active member of the Estate Planning Council of Lower Fairfield County.
When she’s not caring for clients (rare), Dana practices yoga, reads books on spiritual and metaphysical matters, and enjoys walking for exercise. She takes great pleasure in mentoring young women and, having minored in Art, enjoys traveling the world immersing herself in a country’s art, culture, and history. Dana’s most favorite and cherished activity is spending time with her family and friends.