Dana Pollard, CFP®
CEO and Principal
It is a beautiful thing when a career and a passion come together. For Dana Pollard, her passion has always been about people and empowering them to live their purpose. She is energized each day by the impact she has on the lives of the individuals, executives, and multigenerational families that she serves with trusted and seasoned financial guidance. Dana helps people live with more freedom, security, and joy as a result of a disciplined and comprehensive financial process.
“Money is a tool that we help people use with intention to positively impact their lives. I feel fulfilled when our clients come to us with concerns, questions, and worries, and leave feeling lighter with a new sense of direction and opportunity. I am blessed and grateful to be able to do what I do every day.”
Dana has been in the financial services industry since 1999. She served as a Private Wealth Financial Advisor for Wells Fargo Advisors in Minnesota for more than 20 years. She is a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Financial Planning Association.
In 2022, Dana established Lumitas Wealth Strategies because she wanted the freedom and independence to bring greater focus to her clients and their needs. “We are a seasoned, educated, and dependable team of forward-thinking financial fiduciaries when managing client assets. We’re excited about the role we get to play in shining a light to help our clients better envision their amazing future. We help them be intentional and live with purpose while inspiring them on their financial journey.”
Dana offers specialized knowledge in the areas of investment management, retirement income strategies, accumulation and distribution strategies, estate planning strategies, and asset location. She is skilled at helping clients structure their wealth through life transitions and traumas, including divorce, death, or a job loss.
“My clients are living incredible lives and I am privileged to witness their successes and help guide them and serve as their financial advocate along the way.”
Dana earned her bachelor's degree from North Dakota State University and her master's degree from St. Catherine's University. An active supporter of her church and her community, Dana volunteers as a Eucharistic Minister at St. Ambrose Catholic Community. Additionally, she shares her knowledge as a teacher of financial literacy through Best Prep, a Minnesota-based nonprofit that provides educational programs to students in grades 4 through 12.
A nationally recognized financial advisor, Dana has earned a wide array of awards including Working Mother Top Wealth Advisor Moms for 2020 and 2021, Forbes Best-In-State Wealth Advisors 2021, Forbes America's Top Women Advisors 2021, and the Five Star Wealth Manager for 11 consecutive years, between 2012 and 2022.
Dana lives in Woodbury, Minnesota, with her sons, Lincoln and Cooper. She loves spending time with her sons, clients, and friends, and she enjoys cooking, baking, reading, and listening to podcasts. A traveler and outdoor enthusiast, Dana loves hiking, walking, running, and biking. You can also find her frequenting the local farmers’ markets and art fairs.
SHOOK Research considered women advisors with a child 21 or younger still living at home. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their situation and perform their due diligence. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
For Forbes America's Top Women Advisors 2021, SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their situation and perform their due diligence. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The Five Star Wealth Manager award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,004 considered, 630 winners: 2020: 3,606 considered, 589 winners; 2019: 3,504 considered, 671 winners; 2018: 2,622 considered, 591 winners; 2017: 2,304 considered, 836 winners; 2016: 2,083 considered, 854 winners; 2015: 2,673 considered, 825 winners; 2014: 1,931 considered, 844 winners; 2013: 2,151 considered, 863 winners; 2012: 1,256 considered, 624 winners. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.