Dana Mitchell

Dana Mitchell

Dana Mitchell

Principal
Basis Wealth Inc.

Dana Mitchell is the Principal of Basis Wealth Inc. and in her 15th year in the wealth planning industry.

Basis Wealth Inc. creates comprehensive financial plans for their clients that include insurance as well as wealth accumulation planning. In addition to her Bachelor of Commerce, Dana is a Certified Financial Planner and Chartered Life Underwriter. She is a proud member of CALU and the Million Dollar Round Table.

Dana is a mom, a wife and a business leader in the area of financial services. She is passionate about advancing financial education and enjoys volunteering her time in support of various organizations that support that cause including Junior Achievement.

Discover our speakers!

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Dana Mitchell
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Justine Zavitz
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Marg Manias
Mark Halpern
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Mike Danks
Ryan Riffel
Sam Waxman
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