As Principal Owner of Chamberlain Group, Dana Kiley draws on over 35 years of financial expertise to guide clients in wealth management with a client-first approach while also shaping Chamberlain Group’s strategic direction. She has been instrumental in building Chamberlain Group’s reputation and community presence, and continues to shape the firm’s direction by working closely with clients on both strategic planning and day-to-day needs.

Dana began her career at Merrill Lynch before moving into boutique financial services, where she developed customized wealth management and estate planning solutions. She later played a key role in establishing an investment company, handling operations, client service standards, and client planning initiatives.

Joining Chamberlain Group in 1998 as Director of Investment Operations, Dana created an infrastructure that strengthened client services, client experience and supported the firms growth. In 2003, she became Chief Operating Officer, leading insurance and investment operations and implementing strategies that fueled expansion. Today, she continues to help clients articulate their visions of success and turn them into tailored results.

Outside of work, Dana enjoys golf, snow skiing, travel, reading, and spending time with her family. She is actively involved with Summit Ministries to equip the next generation of young Christian leaders, reflecting her commitment to mentorship and community impact that mirrors her professional dedication to developing future talent within the financial services industry.