President & Financial Advisor
Dana Vutera is a financial advisor and educator who has provided Louisiana and Texas families with comprehensive financial guidance since 1984. He helps government employees, business owners, teachers, and professionals to prepare for retirement through accumulation, retirement income, and wealth transfer strategies. Dana has also developed a specialty in teaching retirees and those who are about to retire how to avoid the most common and costly financial mistakes.
A lifelong resident of Baton Rouge, Dana is a graduate of the Louisiana State University College of Business Administration with a bachelor’s degree in Management & Administration. He has used his financial acumen to benefit hundreds of families as well as the local community, serving twice as President of the Cortana Kiwanis Club and Charter President of the Kiwanis Club of the Oaks. As Kiwanis Lt. Governor, he also founded the City of Central Kiwanis Club. Dana has co-chaired the Baton Rouge Downtown Christmas Parade, and he’s a three-time past chairman of the Pelican State Friends of NRA. The Better Business Bureau also chose him to lead its inaugural C.E.O Roundtable.
Dana and his wife Sheri have three grown children and one grandchild, and Sheri is a 2nd grade teacher at St. Thomas More Catholic School, their childhood alma mater. When he’s not helping people to lead more successful lives, Dana enjoys hunting and target shooting as well as restoring classic cars and trucks.