Dana provides administrative support to Katz Financial. She can assist you with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to Katz Financial and the Prospera network. Prior to becoming a sales assistant she worked on the business development team for Prospera. She strives to provide excellent customer service to Katz Financial clients.
Dana lives in Joshua, Texas with her husband of twenty years, Michael, and son, Brayden. In her spare time she enjoys skiing, swimming and watching her son play baseball and basketball.