M. Shannon Dana headshot

M. Shannon Dana CFP®

CEO/Owner
720-465-5660

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.