
Dana is passionate about helping local retirees become engaged, educated, and confident about their hard-earned assets. She credits this outlook to three things her Depression-era parents taught her: be conservative, start each day looking for ways to help others through a “servant’s heart,” and “Learn a lot and make new friends,” her dad’s daily quote.
She attended Clemson University before beginning her career in finance. Dana has always been drawn to working with retirees, whether through her church, a local senior center, or in business.
Dana was born and raised in the Carolinas and has a daughter who graduated from Clemson University in Nursing and works in the Trauma ICU. Her son has put his high school baseball cleats behind him and followed in the family footsteps by attending Clemson.
Outside of the office, you can find Dana exploring small Southern towns for that perfect photography shot, piece of history, miracle of nature or restaurant. She feels most at home in the cool mountain air with her pets and favorite people cheering on college sports.
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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.
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Big news!!!
Stewart Smith Financial is now
ClearPath Retirement Planning, LLC.
After years of growth—adding team members, expanding services, and deepening the work we do with families—it felt like the right time to choose a name that reflects who we've become.
We're grateful to keep serving you—now with a name that truly reflects the path we're walking together.