VP / Senior Trust Officer

With over 11 years of experience in the financial industry, Dana has a deep understanding of fiduciary and estate administration. She is currently responsible for administering trusts, investment agencies, estates and charitable foundations.

• BA in English with a minor in Italian, Bryn Mawr College.
• Certified Trust & Fiduciary Advisor (CTFA^®).
• Dana lives in Santa Barbara with her husband and their rescue dog, Sadie. In her free time, she enjoys hiking, camping and enjoying the outdoors.