Dana began working with Tri-Merit in 2019 as a consultant and marketing director where she applied her marketing, communications and branding expertise to elevate the brand’s presence among CPAs and other key markets. It was in this role that she also helped to launch The Unique CPA podcast.

In 2022, Dana transitioned into the role of regional director for Tri-Merit. Dana is focused on educating Florida-based companies and CPA firms on the niche tax credits and incentives offered by Tri-Merit. She consults businesses across numerous industries including life sciences, architecture and engineering, software development, and manufacturing.

Prior to joining Tri-Merit, Dana worked for CPAmerica – a well-respected trade association for independent accounting firms. There she served as the liaison to the tax committee and managed educational content for the annual tax conference.

Dana has a Bachelor of Science in Marketing from Southern Illinois University, and lives in Gainesville, Florida.

Fun Fact: In a past life, Dana worked in concert promotions where she promoted a wide range of national acts across musical genres including country, rock, heavy metal and hip hop.