Owner & CEO
Dana enjoys educating clients about the financial world and helping them reach their financial retirement goals. He strives to make sure that his clients have the ultimate asset of retirement security. Our services are tailored to each client’s personal situation to reduce risk, save tax dollars, protect assets from long-term care costs, and avoid probate.
Dana began focusing on safe money strategies when he started working as a financial advisor in 2007. After much success in the retirement industry, he decided to branch out on his own and started Reliance Retirement Services with one office in San Antonio. He expanded his business across Texas Hill Country in August of 2012 with the help of his brother, Tyler Dunkelberger. Currently, they have offices in San Antonio, Boerne, Kerrville, and surrounding areas.
Dana is a mentor and board member of one of the largest Financial Marketing Organizations in the country. Over 400 financial professionals from across the country have benefited from his mentoring. Several times a year, he presents at industry events and teaches breakout sessions, where other financial professionals come to their location to learn from him and the team.
When he is not helping clients, Dana enjoys spending time with his family on the lake or teaching others how to waterski. He lives in Fair Oaks Ranch, Texas with his beautiful wife, Shanye, and his two sweet daughters.