Dana Brewer (CFP®)

Dana Brewer focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Entrepreneurs
  • High Net Worth Client Needs
  • Socially Responsible Investments
  • Special Needs Planning
  • Women's Financial Planning Issues

Planning Specialties

At Birchwood Financial each of our Advisors have one or more specialties.  Dana's specialty is working with clients that are going through or have recently been divorced.  We help our clients feel confident and prepared by sorting through all the vast amounts of information they receive every day and identifying the important information.  They gain the knowledge they need to navigate in an increasingly complex financial landscape. 

Additional Information

Dana Brewer is a tireless advocate for Birchwood clients and employees. Working collaboratively with the Birchwood team allows each team member to excel at what they love to do, while creating a “sum is greater than the parts” benefit for each client.

Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains relationships with many estate attorneys and accountants who serve our clients.

Dana volunteers with Greater Minneapolis Crisis Nursery, a non-profit organization in Hennepin County that is a trusted resource for families in their time of crisis.  Their mission is to end child abuse and neglect and create strong, healthy families. 

Dana is a long-time resident of Eden Prairie, MN. Outside of the office, she can be found on the golf course, playing beach volleyball, skiing or traveling. Her son, daughter-in-law and grandson live and work in Chicago and her daughter lives and works in Los Angeles.

NAPFA Start Date

April 02, 2015

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This Office

3300 Edinborough Way Ste 610 Edina, MN 55435-5962 Phone: (952) 885-9088 Fax: (952) 887-2949