Lisa Graham is a financial advisor at Dana R. Norman with one year of industry experience. She holds a Series 65 designation and has been a shareholder at Norman, Graham, & Digangi PC, a CPA firm, since 2004, where she performs tax and financial statement preparation, bookkeeping, and administrative duties. Dana R. Norman provides discretionary, individualized portfolio management and retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental, mutual fund/ETF, and technical analysis, with portfolio management tailored to client objectives and regular reviews aligned with client circumstances and market conditions.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.