Dina brings with her an extensive background in the financial services industry along with a passion for working with older adults. She has worked with a large national brokerage firm for over 17 years during which time she managed their private client services practice in Beverly Hills, California. She is skilled in analyzing and preparing investment portfolios, developing financial plans and has been very effective in resolving client service issues.

Education
BS, Pepperdine University Graziadio School of Business
Certified Financial Management (CFM)
Formally held professional designations: Series 66, 7, 9 & 10

 

Affiliations
Dina has been active with several non-profits, including Habitat for Humanity, Red Cross, Susan G. Koman Foundation and various retirement communities.

 

Personal
Born and raised in Wilkes-Barre, PA, Dina has been in Colorado since 2005. Married with two children, she enjoys spending time with her family. Dina is an avid athlete; a marathon runner and tri-athlete. Additionally, Dina is an enthusiastic organizer and enjoys spending time outside.