She has a passion for people and business and believes that one of the greatest joys can be found in genuinely helping another. Her role in the firm is focused on client relations, client and community education, give-back initiatives, and day-to-day operations. The overall goal is always to bring financial awareness and peace of mind to the clients that the firm services and the households and bu
siness owners they have the opportunity to meet. Outside of the office Dana volunteers at Forgotten Felines and other charitable and community events. She is also a member of several community leadership organizations including the Essex Board of Trade and the Old Saybrook Chamber of Commerce. In 2018 Dana qualified as a NYL Executive Council member. These members are among the most successful of NYL's elite sales force of 12,000 licensed agents. Dana also received the NAIFA 4 Under 40 panelist award in 2018. As a licensed Agent of NYL Insurance Company Dana offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. She is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Atlantic Financial Services, LLC nor NYL Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Atlantic Financial Services, LLC is not owned or operated by NYL Insurance Company or its affiliates.
360 Bloomfield Ave., Ste. 402, Windsor, CT 06095 (860) 581-8242
