Dana R. Tomisek, AIF®

Dana leads all facets of daily operations for Evermay, including technology, client services, mergers and acquisitions, and marketing. She ensures that the firm’s operational procedures and systems comply with regulatory requirements and reflect industry best practices. 

My Professional Background

Prior to joining Evermay, I spent over 16 years in the RIA industry, where I was responsible for defining and executing client service and technology-related strategic initiatives.

I graduated from George Mason University with a B.S. in Management and earned the AIF® Designation in 2024. This designation demonstrates an understanding of the Prudent Practices® and methodology.

My Personal Life

I currently reside in Brambleton, Virginia, with my husband, our Border Collie, Ranger, and our two cats, Enzo and Koni. I enjoy cooking, attending local car meets, and visiting family in Texas. 

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