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.”
A founding principal of RZH Advisors, Dana created the comprehensive and unique process we still use today to develop each client’s customized financial plan. One of our key objectives at RZH Advisors is to completely mesh each client’s wealth with the manner in which they chose to live. Dana was at the heart of developing this concept and crafting RZH’s unique process to deliver a differentiated wealth management experience.
Transitioning away from daily management and client service in early 2023, Dana continues to support RZH in a consultative capacity, sharing her guiding principles with our future generation of advisors.
With a little more time on her hands, 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.