Well, I made it 2 ½ months before flying to Los Angeles to see Marc, my daughter and grand dog. In the last 13 years of being together, Marc and I...
Read MoreDana 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.