“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.”
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, confidence, 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 PLANNER® 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 advisors 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 job loss.
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 at local schools. 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.
As a native to Minnesota, Dana currently lives in Woodbury. Her two sons are an important part of her life. Cooper attends St. Thomas Academy and is busy with sports, work, and friends. Lincoln is studying Business Administration at Colorado State University. He is passionate about biking and snowboarding. Dana loves spending time with her sons, clients, and friends. A traveler and outdoor enthusiast, Dana loves hiking, exploring, and biking. You can also find her frequenting the local farmers’ markets and art fairs.
Working Mother Top Wealth Advisor Moms, Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 – 3/31/21 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 – 3/31/20 (Source: Workingmother.com).
Forbes Best-in-State Wealth Advisors, Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Top Women Wealth Advisors, Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 – 9/30/20 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025, 2012-2022 Five Star Wealth Manager Award, This award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/29/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 – 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 – 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 – 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 – 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 – 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 – 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 – 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 – 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 – 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 – 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 – 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 – 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 – 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
