Dana Randall is committed to delivering exceptional client service in every interaction. She began her career in the financial industry in 2003 as a Sales Assistant and has since grown into her current role as Operations Manager. In this capacity, Dana supports the financial advisors in our office while also overseeing daily operations to ensure a seamless client experience.

Often the first point of contact for our clients, Dana plays a key role in client relations, marketing, compliance, and operational management. Her dedication and attention to detail help drive the office’s continued success.

A Scottsdale resident since 1996, Dana enjoys expressing her creativity through mosaic art and spends her free time golfing, swimming, hiking, and biking. She is also passionate about community service and actively volunteers with HandsOn Greater Phoenix.