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    Dana Barfield

    President and CEO, The Barfield Group, Inc

    Dana Barfield is a seasoned professional with 22 years of experience in providing industry-leading business and financial advice, focusing on recognizing and enhancing business value through strategic planning and preparation for eventual sale or transfer.

    Dana Barfield specializes in Business Owner Consulting & Succession Planning, Mergers & Acquisitions, Retirement Planning, and Investment Management. Their expertise lies in helping businesses capture maximum value during transitions.

    Educationally, Dana Barfield has studied at Huron High School, holds a Master of Science in Financial Planning from the American College, and has pursued certifications in Financial Planning (CFP) from the College for Financial Planning and Financial Planning (ChFC) from The American College of Financial Services. Furthermore, they have academic background from Eastern Michigan University.

    Currently serving as the President at Orthopaedic Finance, Inc, Dana Barfield continues to provide sound, specific, and strategic investment management services to help clients reduce risks and increase capital using a value-focused approach.

    Dana Barfield
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    Location

    Plano, Texas