Dana Spinks
Partner at The Cook\'s Station
- Role
- Director, Retirement Plan Services for Mark Clary, Wealth Management Advisor at Northwestern Mutual
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Dana Spinks
I am originally from Oklahoma, but found myself in Colorado for college where I met my husband, Whitney. In 2008 we relocated to Greenville, South Carolina where Whitney grew up. Since then, I’ve become a strong advocate in the community for animal welfare with the Greenville Humane Society. Whitney and I share a love for all dogs, but Golden Retrievers are our passion. We breed and raise Golden Retrievers, in particularly for wonderful family pets, therapy and service needs. In addition to animals, Whitney and I share a passion for the culinary arts.
Experience
Director, Retirement Plan Services for Mark Clary, Wealth Management Advisor
Oct 2013 — Present · Greenville, SC, US
My role shifted at Northwestern Mutual as I had the opportunity to become a team member with Mark Clary, a Wealth Management Advisor. I am responsible for helping our business clients in reviewing and improving their retirement plan solutions, in particularly, 401(k) s and other tax advantaged retirement plans. I provide plan benchmarking, employee and fiduciary education and assistance with plan design and vendor selection.
Education
Regis University
Bachelor of Science (BS), Business Administration with emphases in Finance and Marketing
2002 — 2006
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