Dana Brewer, CFP®

Dana Brewer, CFP®

Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many estate attorneys and accountants who serve our clients.

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Recent Posts

Dana Brewer, CFP®
Jun 20, 2018 11:33:00 AM

Much has been written about the traditional sandwich generation, a generation of people responsible for bringing up their own children and for the...

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Dana Brewer, CFP®
Mar 21, 2018 10:41:00 AM

Today, there are more successful, wealthy women in America than at any time in our history. This growing trend might lead you to believe that women...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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