
Dana is a member of the client experience team and plays an integral role in our culture of collaboration and client services with a focus on the details. She is committed to delivering exceptional client experiences through collaboration with firm leadership to implement solutions that enhance the client journey.
Dana joined the Aptus team with extensive experience in human resources and resource coordination, building strategic partnerships to support organizational excellence in public education.
Dana resides in Fairhope and enjoys spending time with her family and friends, traveling any chance she can and cheering on her hometown teams, the Bengals & the Reds.
“What stands out most about Aptus is the integrity, character, and shared values of the people who make this company exceptional. As a pioneering force in financial services, Aptus embraces innovative thinking, challenges conventional approaches, and remains deeply committed to client success. I am proud to be part of a team that puts clients first, builds trusted relationships, and delivers forward-thinking solutions and meaningful outcomes.”