Proud members of the integrated financial group – learn more

Dana Wilson

Administrative Assistant to Operations

Team member since: March 2021

Who you can call when:

You need help getting connected to the right person, but you don’t know where to start.


Momentum Charge – The power to build up momentum for many tasks at once.

What’s the best part of your job?

Being the first, friendly face that Gaynes Financial Services clients see when they walk into the office. I love my job!

What matters most to you?

Making sure that everyone feels welcomed and comfortable, and that things run on schedule.

a powerful
for good

By helping you coordinate the complexities of your financial life, we can create more time for what matters most and empower you to make an impact in the lives of the people you care about. Take a minute to get to know us!