Dana Brewer (CFP®)
Dana Brewer focuses in the
following client markets or areas of practice:
- Divorce Planning
- Entrepreneurs
- High Net Worth Client Needs
- Socially Responsible Investments
- Special Needs Planning
- Women's Financial Planning Issues
- Divorce Planning
- Entrepreneurs
- High Net Worth Client Needs
- Socially Responsible Investments
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
At Birchwood Financial each of our Advisors have one or more specialties. Dana's specialty is working with clients that are going through or have recently been divorced. We help our clients feel confident and prepared by sorting through all the vast amounts of information they receive every day and identifying the important information. They gain the knowledge they need to navigate in an increasingly complex financial landscape.
Additional Information
Dana Brewer is a tireless advocate for Birchwood clients and employees. Working collaboratively with the Birchwood team allows each team member to excel at what they love to do, while creating a “sum is greater than the parts” benefit for each client.
After her search for a personal financial planner proved unsuccessful, Dana decided to pursue her degree in finance so she could manage her family’s finances. It wasn’t long before she fell in love with finance, and in 1992 she joined what was then Kramer Lothrop Financial Services. She helped grow our firm from a small three-person office into a 13-person wealth management firm. In 2000, she became an owner of the firm.
Due to her own quest for knowledge, Dana always makes sure that clients can attain the level of knowledge they need to accomplish what’s most important to them. Whether you want to know every detail about your investments and the markets or just enough to have a smart conversation about where you stand, Dana creates an environment at Birchwood where the most important information rises to the top and clients can always ask any question and get the answers they’re seeking.
Dana is a long-time resident of Eden Prairie, MN. Outside of the office, she can be found on the golf course, playing beach volleyball, skiing or traveling. Her son, daughter-in-law and grandson live and work in Chicago, and her daughter, son-in-law and grandson live in Los Angeles.
NAPFA Start Date
April 02, 2015
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