Dana Tupper, CRPC^®, CPFA^®

Dana Tupper, CRPC®, CPFA^® has always had a passion for helping people with their finances. She began her career as a Relationship Banker in 2005 and worked her way up to Regional Manager before joining the financial services team in 2011. Specializing in retirement planning, Dana now helps clients achieve full financial health by guiding them through every stage of their financial journey.

With a keen attention to detail, Dana excels at creating thorough financial plans. She finds fulfillment in helping clients save for major milestones, such as purchasing their first home or starting a college savings plan for their grandchildren. However, her true passion lies in retirement planning, where she believes there is more at stake than most people realize. A misstep in this area can lead to missed opportunities for living out their retirement dreams. To ensure she is fully equipped to help her clients navigate these critical steps, Dana earned her Chartered Retirement Planning Counselor (CRPC®) designation in 2021.

A native of Kewaunee, Dana enjoys being part of the small, close-knit community. She volunteers for various organizations in Kewaunee County and became a member of the Kewaunee School District School Board in 2021. Outside of the office, Dana, her husband Ken, and their daughters enjoy spending time outdoors and bonding over baking and cooking together.