Financial advisor
Core Focus Areas:
- Accounting and General Business Consulting
- First Responders
- Medical Plan Cost Reduction Strategies
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
Dana Holder brings with her a wide range of expertise in all aspects of the finance services industry. Dana has an active CPA degree to compliment her M.B.A. and B.B.A from Valdosta State University, located in Georgia
Today, as an advisor for TKO, Dana incorporates her accounting and financial insights into developing state of the art plans delivering real value to her cleints.
Dana presently holds her life, health and annuity licenses in addition to her CPA designation.