Dana Trowbridge-Mette joined the firm in 2018 shortly after graduating from Hillsdale College with a degree in Economics and Finance. Through high school, college and upon graduation, she has worked in various roles with Brokerage Firms, Investment Companies and Law offices, to establish the foundation of her career as an Insurance Agent and Investment Advisor. Dana brings a new level of enthusiasm to our office, and she continues to provide new perspectives, technology updates and exceptional service to new and existing clients. Dana represents our future as a leading financial services company and is passionate about her career and caring for people when they need it most. She is driven, hardworking, dedicated, and empathetic and loves working with families to help them meet their financial goals.
Dana currently maintains a working relationship with Iott Insurance Agency to provide auto, home and business insurance to her valued clients. Dana is affiliated as a Registered Representative with Sigma Financial Corporation and an Investment Advisor with Sigma Planning Corporation (SPC). She holds her FINRA Series 7, Series 66, Health and Life Insurance License and Accredited Investment Fiduciary (AIF®) designation.
Areas of experience: Portfolio Reviews, Mutual Funds, CD's, Annuities, 401(k), 403(b), 457's, IRA's, Roth IRA's, Education Saving Tools, 529 Plans, Estate Planning, Retirement Planning, Health Insurance, Life Insurance, Travel Insurance (GeoBlue), Investment Advisory Fee-Based Accounts
Outside of work, Dana enjoys time with her husband, Steven, and daughter, Avery. She's extremely passionate about hiking in the mountains, camping, fishing, and hunting - especially with her family. She loves all things baking, cooking and Food Network - there isn’t a recipe she won’t try to master!