Dana R. Norman, CPA, RIA - Partner
Dana founded our firm in 1986, after a decade of working as an IRS auditor. With more than 25 years of experience, he is dedicated to helping clients achieve their financial goals. In partnership with his daughter, Lisa, Dana oversees all aspects of the company's individual and business tax services and investment services.
Dana is a graduate of the University of Massachusetts, Dartmouth where he earned his Bachelor of Science degree in Accounting. He is a member of the American Institute of CPAs and the Massachusetts Society of CPAs. He is also a Registered Investment Advisor and a member of the Financial Planners Association.
Actively involved in the community, Dana serves as the Director of the Community Foundation of Southern Mass, the Director for the Battleship Cove, a Naval Heritage Museum in Fall River, MA, and a Corporator for BankFive (formerly Fall River Five Cent Savings). In his leisure time, Dana enjoys tennis, fishing, and playing with his grandchildren.