Dana Barlow, MBA

Dana Barlow, MBA

Client Relations Executive

Dana Barlow began her career in the financial industry as a Recruiting Coordinator and then became life and health insurance licensed as she transitioned into her full-time position aiding clients to help them better plan for their financial futures. Dana has a passion for people and business and believes that one of the greatest joys can be found in genuinely helping another. Her role in the firm is now focused on client relations, client and community education, give-back initiatives, and day-to-day operations. Being a Partner in a family business is something that Dana takes great pride in and looks to share her passion and industry knowledge with clients and the community. 

The overall goal is always to bring financial awareness and peace of mind to the clients that they service and the households and business owners that they have the opportunity to meet.

Prior to obtaining her life and health insurance licenses, Dana studied for her B.S. in Communication at Eastern Connecticut State University, spent a summer working with children in Hawaii at the North Shore YMCA on Oahu, and worked in Higher Education while obtaining her MBA at the University of New Haven.

Outside of the office Dana volunteers at Forgotten Felines, a no-kill animal shelter in Clinton, CT, and other charitable and community events. She is a member of the Old Saybrook Chamber of Commerce and PLOT (Progressive Leaders of Today), a sub-division of the chamber. Dana also received the NAIFA 4 Under 40 panelist award in 2018.