DANA BREWER, CFP®
When you accept responsibility, you set yourself free because you choose how you want to act and what you want to do.
Dana Brewer is a tireless advocate for Birchwood clients and employees. She never stops conceiving and implementing new ways to improve Birchwood processes. Working collaboratively with the Birchwood team allows each team member to excel at what they love to do, while creating a “sum is greater than the parts” benefit for each client.
Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many estate attorneys and accountants who serve our clients.
Dana volunteers with MoveFwd, a non-profit organization that provides free and confidential counseling and crisis services year-round to youth and parents in the western suburbs. Dana is a long-time resident of Eden Prairie, MN. Outside of the office, she can be found on the golf course, playing beach volleyball, skiing or traveling. Her son, daughter-in-law and grandson live and work in Chicago and her daughter lives and works in Los Angeles.
Minnesota Chapter of the Financial Planning Association (FPA)
Certified Financial Planner™ professional
2017 Selected as a Five Star Professional. The Five Star award recognizes service professionals who provide quality services to their clients. Dana was listed as a Five Star Professional in the January issue of Mpls.St.Paul Magazine and Twin Cities Business.
After her search for a personal financial planner proved unsuccessful, Dana decided to pursue her degree in finance so she could manage her family’s finances. It wasn’t long before she fell in love with finance, and in 1992 she joined what was then Kramer Lothrop Financial Services. She helped grow our firm from a small three-person office into a eleven-person wealth management firm. In 2000, she became an owner of the firm.
Due to her own quest for knowledge, Dana always makes sure that clients can attain the level of knowledge they need to accomplish what’s most important to them. Whether you want to know every detail about your investments and the markets or just enough to have a smart conversation about where you stand, Dana creates an environment at Birchwood where the most important information rises to the top and clients can always ask any question and get the answers they’re seeking.
Metro State University, B.A. in Personal Finance