Broker Check
Dana Formale

Dana Formale

Director of Client Services

Dana “Dynamic” Formale manages the nerve center of the firm – Client Services. She oversees all things client service related whether it’s retrieving client’s data or explaining how to go “e-delivery” her efficiency and effectiveness are well-know to all who work with her. She is one of the most efficient administrators who is always ready and willing to recommend a faster and more comprehensive way of handling a task.

Dana has been a part of the Affinity Advantage team since 2013.What’s most extraordinary about her career in Financial Services is that she excels in an industry where most folks come from Finance.  She was trained in the film arts but found that she has a penchant for financial concepts and numbers. Dana has proven how well an individual educated in the Liberal Arts can adapt and thrive in a fast-paced, life-altering financial planning practice.

Dana has a lot to celebrate on the job, but most recently, off the job. In September of this year, she married a beautiful and talented nurse Mackenzie.  They recently returned from their honeymoon on the West Coast where they explored all the major cities and concluded their adventure at the Grand Canyon.

When Dana is not focused on the business of providing outstanding service to our clients, she enjoys demonstrating her skills as a gifted artist.  Her skills were on display at her wedding celebration where she painted a beautiful mountain scene for each and every table. She paints regularly and is building an extensive portfolio.Her social time is spent with Kenzie and her family exploring local wineries and cider companies.

Dana holds a Bachelor of Arts in Film and New Media Studies from SUNY Purchase. In 2017, Dana also obtained her Life & Health Insurance License for New York.