My Location:
Georgetown, TX
About Dana

Dana began her career with PricewaterhouseCoopers before joining Maxwell Locke & Ritter in 2004. As a partner in our tax compliance & advisory practice, she provides tax compliance and consulting services for clients, with a focus on high-net-worth individuals and their related partnerships, trusts, CRUTS, and foundations.

Areas of Expertise
  • High-net-worth Individuals
  • Estates and Trusts
Education
  • University of Denver – Master of Taxation
  • Texas A&M University – Bachelor of Business Administration in Accounting
Professional Experience
  • PricewaterhouseCoopers: 1988-1992
Community Involvement
  • AICPA Individual and Self-Employment Tax Resource Panel
  • Estate Planning Council of Central Texas
Affiliations
  • American Institute of Certified Public Accountants
  • Texas Society of CPAs
20

Years at ML&R

37

Years of Professional Experience

What does “No success at work is worth failure at home” mean to you?

Over the 20 years that I have been with ML&R, this has meant different things in different seasons of life. Currently, it means that I am able to maintain my role as partner while still being the one primarily responsible for my disabled son that lives at home. The flexibility that the firm provides means that I can go to his appointments, work from home when caregivers are not available, and be there when he needs me.