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Bob is a CERTIFIED FINANCIAL PLANNER ™ and has over 30 years of experience as a Financial Advisor and Planner. He has worked at Regional and Major Wall Street firms and has extensive knowledge of the securities markets and all the main investment products. His practice mainly focuses on Retirement and General Financial Planning & Investing. He is also a licensed Insurance Producer and provides Life, Health, Long-Term Care, Disability and Annuity products.
Bob graduated from Susquehanna University in 1991 with a BS and a degree in Finance and also completed Fairleigh Dickinson University's Financial Planning Certificate Program in 2011.
Bob is an active volunteer, both coaching and administrative, for youth sports and organizations for his local area.
Bob is married to his wife Jamie and has two daughters Lindsay and Allie.
Dana provides administrative support to Danias Financial Mgmt. 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 Danias Financial Mgmt. and the Prospera Financial network. Prior to becoming a sales assistant she worked on the business development team for Prospera Financial Svcs. She strives to provide excellent customer service to our 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.