Managing Director of Client Services
Dana’s job is to make sure Laird Norton Wealth Management delivers on its client-first promise. He empowers LNWM’s client-service teams to find solutions that are uniquely tailored to your situation and on TASC — Tax-Efficient, All-Weather, Scalable and Comprehensive. Dana also ensures that the firm’s collective expertise and best-thinking, be it on investments or estate planning, is used to full advantage in each of your accounts.
As with all senior members of the client-service teams, Dana leads by example: he has his own clients to serve. This keeps him in touch both with client needs and the needs of his colleagues. You can’t lead by example, he says, unless you’re also living with the results of your decisions.
Designations and Education
- Certified Public Accountant
- B.S. in Accounting
Seattle Pacific University
Community and Industry Affiliations
- Seattle Pacific University
Executive Advisory Council