Interested in the CARES Act for your small business? Need help sorting through the paperwork? Dana Edwards offered to help…pro bono!
Dana has been an investment advisor representative and financial planner since 2016. She began her career with Trilogy Financial where she prepared financial plans for clients, assisting them with setting financial goals and made investment recommendations for client portfolios. In 2019, she earned her Enrolled Agent tax professional designation with the IRS. In 2014, she earned her MBA degree from Mills College in Oakland, CA. Prior to receiving her MBA, Dana managed a private piano studio for over 10 years. She is currently pursuing CFP® certification and is enrolled in Kaplan University’s CFP® Board Registered Program. She lives with her husband in the mountains west of Boulder and is excited to be a part of the Cornerstone team.
Dana can be reached via email at dana@cstoneinvest.com and via phone at 303-545-5400.
