Dana Clark

For Dana Clark, Special Projects Manager, most days are spent working with clients to keep the steps of their estate planning process moving forward.  This involves being a listener and hearing what the clients truly need … from simply having someone to understand the stressors and concerns in their lives to focusing in on their ultimate goals.  At other times, it can be assisting with gathering needed items, signing documents, researching pertinent details, and anything else supporting the office workflow.  Dana is instrumental in helping clients have their final documents created with a defined path for moving towards their ultimate goals. 

Having been in the position of being a caregiver to loving elderly parents, she feels committed to being of assistance to others in such a position and helping clients as they make plans to ensure their later-in-life wishes are met.