Dana Klausler
Senior Client Service Associate
Dana Klausler began her financial career in 2023 at a small financial planning practice in Kentucky. She brings years of experience, care, and creativity to her work helping clients navigate all life’s challenges. Dana is passionate about guiding people toward success and finding thoughtful solutions to each client’s individual problems which is what keeps her motivated and grounded.
Dana earned her undergraduate degree in Biology from Western Illinois University and her graduate’s degree in industrial and organizational psychology from Southern New Hampshire University. Dana enjoys reading a good book, completing artsy projects, hiking with her dog, Penny, and working with horses whenever she gets the chance.
