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Dana Edwards, MBA
Wealth Advisor
"I believe in a holistic approach to financial planning, that supports my clients as they pursue the goals and lifestyle they chose."
- DANA EDWARDS

Dana Edwards strongly believes that a sound financial strategy is grounded in long-term clarity and commitment to daily action in order to make one’s goals a reality. Her practice focuses on providing clear direction for entrepreneurs and established business owners, women investors, the LGBTQ community, and anyone who lives an alternative lifestyle. She uses a holistic approach to determine the key areas to ensure that her clients have both options and flexibility in their planning, developing a proactive approach that can support a client throughout all seasons of life.

Dana is an Investment Advisor Representative with Trilogy Capital, Inc. and a Financial Advisor with Trilogy Financial. Within her first year at Trilogy, Dana was awarded the “Rookie of the Year” award, making clear her commitment to her clients and their financial success. Dana holds the FINRA Series 7 registration with LPL Financial and Series 66 registration with LPL Financial and Trilogy Capital, Inc., and also holds Life, Health, and Long-Term Care insurance licenses in Colorado and California. Dana received a Bachelor of Arts in Music Composition from Mills College’s prestigious program in Oakland, California. After managing a private piano studio for over 10 years, she returned to Mills College where she received her MBA and began her financial planning practice. As the daughter of an entrepreneur, Dana understands deeply the need for independence, freedom, and the ability to live one’s life the way they choose. She brings these principles to her advising practice and aims to instill this clarity and momentum for her clients in every decision they make.

Dana grew up in Detroit but has spent most of her life in the American West, calling home the San Francisco Bay Area, Las Vegas, and now, in the mountains west of Boulder, where she lives with her husband Aaron, Aja the cat, and the incredible land of the Front Range. She enjoys hiking the trails near her neighborhood, making music with her husband, and being part of the energetic social scene of Denver.


Dana's Client Relationships

Dana and her team support a wide variety of clients, but here are some of the groups she has built her practice around.

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MEET DANA'S TEAM MEMBERS
DIANE ZING
VICE PRESIDENT OF WEALTH PLANNING
 

PAUL MOORE
WEALTH ADVISOR
 

 
 
CALL DANA DIRECT AT
(303) 300-3323 ext. 5226
  Strategic Partners

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