Dana Cafaro

Dana has been an essential part of the team since February 2008. She graduated from the University at Albany in December 2007 with a Bachelor's Degree in Economics & Business and holds Series 6, 63, 66, and 7 licenses, as well as a Life Insurance license. Dana is also a Notary Public in New York State. These qualifications enable her to assist Matt and Lorissa in various transactions and client services.

Having worked together with Matt for over 15 years, Dana is an integral part of their collaborative efforts. As their Registered Practice Operations Coordinator, Dana enjoys the variety of tasks her position entails; overseeing daily business operations, event planning, and marketing efforts. Dana plays a critical role in supporting Matt and Lorissa's mission to provide exceptional service to their clients, acting as their right hand and ensuring strong team communication.

Originally from the Adirondacks, Dana now resides in Rotterdam with her husband and two children. She cherishes time spent with her family and volunteers with multiple organizations around the Capital Region whenever possible.