About Dana Vlasics
ABOUT ME
I didn't always do this.
For 25 years, I was a dental hygienist. The thing I loved about that work is the exact same thing I love about this one. Sitting with people. Actually listening. Helping someone feel cared for and comfortable in a moment that usually makes them tense up.
Because let's be honest, there's real competition for what scares people most: money and the dentist. Somehow I've built an entire career out of the two most nerve-wracking appointments a person can have.
But that's the part I love. I just wanted to do it in a bigger way, with more impact.
NAZARETH IS HOME
Having been a resident of Nazareth for nearly two decades, I take immense pride in calling it home. I cherish our Borough and its community. It's where I'm raising my family and where I've built my business.
I worked alongside veteran advisor Jewel Williamson-Burns, who spent more than 30 years helping families meet and exceed their financial goals before her retirement in February 2025. I'm honored to have stepped into ownership of the Thrivent office here in Nazareth, continuing the legacy she built, with a fresh team and renewed energy.
While the faces may have changed, our commitment remains the same: to serve with compassion and a deep understanding of what financial clarity can mean for everyday families. My team and I are proud to carry forward the values that have always defined this office, while bringing our own experiences and strengths to help our clients live life on their terms.
WHAT IT FEELS LIKE TO WORK WITH ME
My office doesn't feel like a bank or a boardroom. It feels more like a place where you can exhale. No jargon, no judgment, no pressure to already have it figured out. Most people walk in saying "I don't know," and my goal is that they walk out saying "I've got this."
WHY THRIVENT
Part of why I love doing this here is Thrivent itself. This isn't your typical financial company. Their whole philosophy is "where money means more," and that really speaks to how I approach this work.
Of course the money and the numbers matter, but they're not the whole story. We start with you and what matters most to you. What kind of life do you want? What do you want to leave behind? The money is the tool, not the goal. Thrivent has been doing this for more than 120 years, and generosity is built right into who they are. I think that's a beautiful way to do this work.
WHAT I BELIEVE
Financial independence isn't a number. It's confidence, clarity, and choice. It's the freedom to live life on your own terms, on your own timeline. My job is to help you align your money with your values, and to make sure you feel heard the whole way through.