Partner and Financial Advisor
Dahna brings twenty years of financial services experience to her position as a Financial Advisor . She’s been a Branch Administrative Manager, a District Supervisor of other Administrative Managers, and a Corporate Relationship Manager supervising a national trading desk. Since focusing on the retirement planning side of the business, she most enjoys the personal relationships that develop when working closely with individual clients and their families. Her broad experience in management, supervision, administration and relationship building, help her to provide a holistic approach to servicing her client’s financial needs and supporting their goals. She has worked with the Fox-Smith Wealth Management team since 2013, and became a Partner in 2018. In her free time, Dahna is an active volunteer in her community, enjoys the outdoors, reading, painting and spending time with her two daughters, Sophie and Lily.