LORI HEIMAN, CEBS, Assistant Vice President, Administration and Compliance

Lori graduated from Lakeshore Technical College with a Paralegal Associate degree in 1993. She earned the Certified Employee Benefit Specialist designation from the IFEBP and the Wharton School of the University of Pennsylvania in 1999. Lori joined Dana Investment Advisors in February 2007 as an Assistant Vice President. She is responsible for various components of the Firm’s compliance procedures. She also assists with Firm administration and client service in the wealth management group. Prior to joining Dana, Lori was a Paralegal and Senior Benefit Analyst for Ministry Health Care where she worked in planning and strategy for system benefit plans and was responsible for maintaining corporate documents and tax-exempt status for system entities. Lori is a Certified Employee Benefit Specialist and is an involved member of the Milwaukee Chapter ISCEBS. She is also an active member the JCI Wisconsin Jaycees and serves on the Board of the JCI Greenfield Jaycees.