Dana Pecenka, Client Services Associate

Dana recently joined our team in the middle of 2015. She has 3 years of experience in the finance industry as well as 10 years of experience in customer service. She organizes and plans the monthly in-office seminars and client appreciation events. If you have a topic you would like discussed at an upcoming seminar let her know, we are always open to new topics. Dana also looks for ways to improve processes to make the office run smoothly and in a more time efficient manner. She also maintains and builds relationships with wholesalers to keep the advisers up to date with new investment products.

When Dana isn't working she enjoys hiking different places such as Mt. Baldy, Channel Islands or Mt Zion.  She also enjoys a few adrenaline activities such as skydiving and bungee jumping.