Dana joined GreerWalker LLP in 2016 and is a manager in the firm’s tax practice.  Dana serves a wide variety of clients, but primarily focuses on estates & trusts, high-net-worth individuals, and private foundations.

Dana works closely with attorneys, investment advisors, and other professionals to help develop estate plans that meet the unique needs of every client.  She also stays current on tax law changes that impact estates and trusts.

Business and Professional Services, Not-for-Profit

Estate, Gift, and Trust Planning, Private Philanthropic Foundations

Bachelor of Science in Accounting, Francis Marion University

Master of Accountancy, University of North Carolina at Charlotte

Certified Public Accountant, North Carolina Certificate # 41876

• American Institute of Certified Public Accountants
• North Carolina Association of Certified Public Accountants
• Charlotte Estate Planning Council – Member