After graduating from South Dakota School of Mines and Technology in 1994, Shannon Dana worked as a manufacturers' representative working with over 200 small business owners helping them grow their businesses.
In January of 2000, Shannon began helping individuals and business owners plan their financial futures and manage their investments as a financial advisor for a nationally known investment company.
Shannon earned his CERTIFIED FINANCIAL PLANNERTM certification in 2003. In addition, Shannon holds series 7 and 24 (Registered Securities Principal) registrations with LPL Financial, Series 66 registration with Western Wealth Management, LLC, as well as licenses in Life, Health and Variable insurance.
Shannon currently resides in Broomfield, CO with his lovely wife, two daughters and son.
Benita has been working in the Financial Services industry since 2000. She holds the series 7 registration with LPL Financial, the series 66 registration with Western Wealth Management, LLC, as well as licenses in Life and Variable insurance. Benita obtained her CFP® designation in 2004 and a CERTIFIED DIVORCE FINANCIAL ANALYSTTM designation in 2009.
Her desire to provide the best services and advice for her clients served as the catalyst in obtaining the highly regarded CERTIFIED FINANCIAL PLANNERTM designation. Before working in the financial services industry, she was a college financial aid director and a financial aid consultant for colleges and universities across the United States working with families and their college finances for over 20 years. Benita has also served as an adjunct professor at the College for Financial Planning.
Benita has a degree from the Robinson School of Business at Georgia State University and an Art degree from the Art Institute of Atlanta. Her free time is spent with her three children, travelling and volunteering in her community. Benita currently serves as the Treasurer of Youth Celebrate Diversity non-profit and formerly the Treasurer of the Parents' Council of the Cherry Creek School District, a Member of the Board of Directors for the Cherry Creek School Foundation, and a Committee member of the Planned Giving/Permanent Endowment Fund at St. Andrew United Methodist Church.
Richard draws upon 14 years in the financial services industry to provide solutions to individual investors and small business owners. He believes that many people invest aimlessly, rather than establishing a plan that focuses on specific goals. This planning process is accomplished most effectively in collaboration with a financial professional.
After completing his undergraduate studies at Regis, Rich was involved in regional airline operations management, working at hub airports in several cities. He later earned an MBA at the University of Colorado in Boulder. He holds the series 7 registration with LPL Financial, the series 66 registration with Western Wealth Management, LLC, and is licensed in Life and Variable Insurance.
Outside of work Rich and his wife Heidi enjoy traveling but spend most of their free time at their cabin in Park County. That provides the ideal base for outdoor recreation of all kinds. Rich is also enthusiastic about touring the Rockies on his motorcycle. Rich and Heidi are blessed with two lovely daughters and three grandchildren.
Kelsey Scantland has been working for DC & Associates on and off since 2007. She began working for Benita and Shannon in high school and continues working while she is attending college. Kelsey is working on her Graduate Degree in Computer Information Systems and has 10 years of IT Recruiting experience. In her free time, Kelsey spends time with her two dogs outside and paddleboarding.