Dana Barfield, President and Founder.
With more than 20 years of experience, Dana Barfield has personally helped countless business owners and entrepreneurs plan and implement strategies to best allocate their resources for successfully wealth building.
He holds a master’s degree in finance, is a Certified Financial Planner Practioner(CFP™),and holds the Chartered Financial Consultant (ChFC) designation. He is a Registered Investment Advisor.
He is a frequent speaker at industry conferences and writer for a variety of industry, as well as, national publications on topics of business ownership and wealth related topics.