Co-Founder, COO & Financial Coach
Direct: (919) 721-7551
Dana is the creator of our TrueBlue® program, which is designed to help you uncover your most sky-scraping life goals and create a practical plan to make them happen, including a financial plan that supports those goals.
Having traveled the world as an Army brat, Dana continues to travel as often as she can. She is an American by birth, a Puerto Rican by choice, and friend to the gods both old and new. She received her BFA from UC Christchurch, her MPA from Simon Fraser, and her coaching certification from the International Coaching Federation. Dana and her husband, Alex Batista, are the proud parents of their six children, one adorable granddaughter, and new grandbaby on the way.