Dana Duellman

Dana Duellman serves as Operations/Administrative Manager at Sullivan & Associates in Hanover, NH. Dana has worked with William Thomas, Managing Partner, at Wells Fargo Advisors Financial Network, since 2018 and played a key role in facilitating the move to and founding of Upper Valley Wealth Management of Sullivan & Associates Wealth Management.

She is a registered associate and brings over 30 years of customer service experience and management experience to Upper Valley Wealth Management. Prior to entering the wealth management business, Dana was the store manager at Starbucks in Hanover, NH.

She also owned and operated a restaurant business in Lawrence, KS. After the sale of the business, Dana began a career in real estate until relocating to the East Coast.

Education Arizona State University