D Klausler Bio Image

DANA KLAUSLER

SHE/HER/HERS

CLIENT SERVICE ASSOCIATE

MY FINANCIAL SERVICES CAREER BEGAN IN 2023

I began my financial career in 2023 at a small financial planning practice in Kentucky, bringing with me years of experience working closely with clients and helping them navigate challenges with care and creativity. I'm passionate about guiding people toward success and finding thoughtful solutions to each client’s individual problems which is what keeps me motivated and grounded. While in Kentucky, I also worked with racehorses, an experience that taught me the value of discipline, resilience, and hard work. I'm proud of the path that has brought me here and I'm excited for the growth ahead.

MY PRIVATE VISTA

My Private Vista includes spending time outdoors whether it's a quiet morning walk or a hike up a mountain (or hill) with my dog. Moving back to Illinois has made me eager to grow my collection of hobbies, starting with reading a good book or completing an artsy project. I intend to start traveling more to experience new cultures and most importantly, new food! Life is an adventure, and I intend to be present for every experience!

EDUCATION

  • Bachelor’s Degree in Biology, Western Illinois University

  • Graduate’s Degree in Industrial and Organizational Psychology, Southern New Hampshire University