My name is Dana Menard and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor™ (CEPA®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 19 years of experience in the financial services industry, I pride myself in providing trusted financial advice and guidance to busy professionals, entrepreneurs, business owners, and families so they can concentrate on the things that matter most to them.I truly believe that everyone’s financial situation is unique and that they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love.
Founder & Lead Financial Planner
Twin Cities Wealth Strategies, Inc.
Serving Clients in these States