Dana’s professional background is in wealth management and accounting. She was a Private Banker and Vice President at J.P. Morgan in the Bay Area where she assisted high net-worth individuals in developing and implementing an overall wealth strategy. Previously, Dana was a CPA at Ernst & Young in Palo Alto where she was a Senior Analyst in the Audit Department serving high tech and bio tech companies. Dana has spent the last several years parenting her 2 children and being involved in various nonprofit organizations. She was President of the Encinitas Education Foundation at OPE and PTA Treasurer.  She was also a Board Member and Director of Communication at Ava’s Angels which served families with children diagnosed with cancer. She is currently a Board Member and Finance Chair of a 35 home HOA and volunteers at the Ronald McDonald House (San Diego) and previously at the Community Resource Center (Encinitas). Dana has a BA in Business Economics with an Accounting Emphasis from UC Santa Barbara and an MBA from UCLA. Dana is an avid tennis player and enjoys flyfishing, skiing, hiking and extensive global travel with her family.


P.O. Box 60234

San Diego, CA 92166 


(858) 412- 5331

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