Dana R. Tomisek, AIF®

With nearly two decades of experience in wealth management, Dana provides the leadership and operational discipline that power Evermay’s success. She directs all aspects of the firm’s daily operations, from client service and custodian relationships to technology systems and marketing. Her ability to integrate people, processes, and platforms helps to ensure the firm runs with precision and consistency.

Working closely with senior leadership, Dana helps define and implement Evermay’s strategic vision, driving both near-term initiatives and long-term growth objectives. She has extensive experience in process improvement and project management, leading transformations that strengthen infrastructure, enhance scalability, and prepare the firm for future opportunities.

She orchestrates the integration of mergers and acquisitions, ensuring new teams, systems, and processes are seamlessly aligned with the firm. She also works closely with the Chief Compliance Officer on regulatory priorities and is committed to supporting the ongoing development of Evermay’s people. Through her leadership, Dana cultivates a culture of accountability, growth, and shared purpose, aligning the firm’s talent and infrastructure with its long-term mission.

My Professional Background

Prior to joining Evermay, I spent over 16 years in the RIA industry, where I partnered with senior leadership to set and execute both short- and long-term strategic goals, and translated firm objectives into technology and client-service roadmaps. I directed enterprise IT operations by defining system requirements, maintaining core applications and data integrity, and ensured scalable, reliable processes that met evolving business needs.

I hold a B.S. in Management from George Mason University and earned the AIF® Designation in 2024. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.

My Personal Life

I currently reside in Brambleton, Virginia, with my husband, Steve, our Border Collie, Ranger, and our two cats, Enzo and Koni.

I enjoy cooking, attending local car meets, and visiting family in Texas. 

Back to Team