As a Senior Wealth Planner, Alana helps high-net-worth clients achieve their financial and personal objectives through comprehensive analysis and customized strategies related to lifestyle, investment, tax, and estate planning.

Alana is a Chartered Financial Consultant® (ChFC®) and Certified Exit Planning Advisor® (CEPA®) with more than 20 years of combined experience in wealth management and legal services. She specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and business owners navigate complex planning decisions related to wealth preservation, tax efficiency, business succession, and multigenerational wealth transfer.

Alana began her career in the banking and financial services industry in 2013. Prior to joining U.S. Bank Private Wealth Management, she served as a Senior Wealth Planner at Abbot Downing and other leading private banking institutions, advising affluent families and business owners on building, preserving, and transferring wealth while minimizing estate and gift tax consequences. Her experience includes developing comprehensive, integrated planning strategies for complex client situations involving estate planning, cash flow analysis, income tax planning, business succession planning, charitable planning, and family wealth transfer.

Before transitioning into financial services, Alana spent more than a decade as a paralegal with a focus on mergers and acquisitions, corporate governance, estate settlement, and trust administration. This unique combination of legal and wealth planning experience allows her to provide practical, coordinated guidance to clients and their advisors.

Alana is a member of the Minnesota State Bar Association and the Minnesota Paralegal Association and remains actively engaged in monitoring legislative and regulatory developments affecting tax, trust, estate, and business succession planning.