Dana Short
Client Relations, Assistant to the Partners
Dana Short is Director of Client Relations and Assistant to the Partners at Dean, Jacobson Financial Services, LLC. She has been working with the firm since 2011. Prior to joining the firm, Dana worked at another financial services firm and has over 16 years of total experience in this field. Dana specializes in insurance administration, including Life, Long Term Care, and Disability. She also coordinates all of our firm’s client events, day-to-day office administration, and is the liaison and in-house administrator for DJFS and the firm’s 401(k) Plan clients.
Dana is a licensed Texas Life and Health Insurance agent and enjoys helping our clients understand their insurance policies, options, and determining the best insurance solutions suited for them. She also oversees the operational aspects of the firm’s employee benefit and retirement plan clients and helps plan trustees remain compliant with their fiduciary responsibilities. She works closely with all the various retirement plan platforms used by the firm to enhance the overall client experience.
Dana is a very active member of her local church. She is also involved in other volunteer opportunities with select groups serving the community. Dana uses these skills of charitable volunteerism to also coordinate and facilitate all the charitable causes that DJFS is involved in, as well as coordinating many charitable activities for the firm’s Partners.
Dana is a native Texan, raised in Mansfield, a suburb of Fort Worth. She is married to Rick and has three children: Brittany (31), and her twin boys, Colton (27) and Preston (27). In addition, she is a proud “Nina” to her three grandsons: Tateum (10), James (8) and Jaxson (7), as well as to her granddaughter, Adalyn (6), all of whom she loves spending time with at baseball games, Taekwondo, and dance recitals. Dana’s other hobbies include gardening, home improvement projects, and decorating.