Dana provides refined Foundation Capital* and Retirement Solutions from a Safe Money perspective, primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and aspire to a work optional lifestyle. This gives his clients the opportunity to retire when they want to, vs. when they have to. Dana’s thought leadership is sought by many, and frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media. Dana is also a founding member of The Masters Institute, served as chapter president of the Society For Financial Awareness (SOFA), member of the National Financial Educators Council, Foundation For Fiduciary Education, Inc and Institute of Financial Wellness. With more than four decades of experience in multiple roles, Dana is one of the foremost authorities on retirement planning with respect to Social Security optimization, fixed indexed annuities, life insurance retirement plans (LIRP), long term care, Medicare, alternative asset risk placement and tax-free assets and income which includes the proprietary Cash Balanced Roth© - the amazing Roth conversion strategy which allows the holder of Qualified funds to not have to pay the conversion taxes out of their own pocket. Because of his forward thinking and visionary style, Dana has built one of the most robust infrastructures in the retirement marketplace. It is his belief that annuities, investments and life insurance policies should never be sold. Rather, they should be “placed", and only after a complete and full assessment of the couple's, family's or individual's needs and goals are fully and completely understood. Dana’s credibility and authority shall be provided throughout the process and will accompany any application for new business. Dana is committed that the client’s best interests are fully assured, and the plan of action is beneficial, suitable and agreed upon.

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Dana and his wife, Debbie, reside in the Fort Collins area where they enjoy family, travel, camping, fishing, and supporting several charitable causes. 

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*The foundation is that what is left when the eye of a hurricane completely engulfs an island. When it passes, the destruction of the force of the winds and rain only leaves the foundation of the original structures. That is what I help to ensure remains when financial winds blow in the wrong direction.