When it comes to sailing, it is essential to always make sure all of the lines are secured. They need to be checked, double checked, even triple checked, to ensure a safe voyage. It is this kind of precision and attention to detail that make Dana Sippel not only an exceptional sailor, but has led him to build an experienced career in wealth management.
Dana is a Certified Financial Planner™ professional and a Certified Public Accountant with over 25 years of wealth management experience. He also earned the American Institute of Certified Public Accountants’ designation as a Personal Financial Specialist. In his role as a financial advisor, he advises high net worth clients on portfolio management, personal financial planning, tax strategies, retirement planning and charitable giving strategies.