Senior Advisory Analyst
Dana is a Senior Advisory Analyst at JFG Family Office. Since joining in January 2025, she has worked alongside JFG’s Advisor teams to support client relationships. In her role, Dana collaborates across JFG’s advisory, investment, accounting, and operations teams to help deliver comprehensive service for clients and their families.
Dana graduated from the University of Colorado Boulder’s Leeds School of Business in 2023 with a B.S. in Business Administration with an emphasis in Personal Financial Planning. She passed the CFP® exam in July 2023 and is currently working on completing the rest of her experience hours.
A Colorado native, Dana has a passion for travel and previously lived in Rome, Italy for 18 months while completing graduate coursework. In her free time, she enjoys staying active, traveling, and exploring new hobbies. She also serves as a member of the Ignite Board for Urban Peak, supporting the organization’s work serving youth experiencing homelessness in the Denver community.