Dana Mitchell CFP, CLU

Dana Mitchell, CFP, CLU, is a seven-year MDRT member with three Court of the Table honors. Mitchell, from Toronto, Ontario, Canada, is the principal of Basis Wealth Inc., focusing on financial planning for professional families. Mitchell is a mom, a wife and a business leader who is especially passionate about advancing financial education. She volunteers at various organizations that support this cause, including Junior Achievement. She is also a member of the Conference for Advanced Life Underwriting.