Dana R. McBroom, CPA, MBA, CSEP, CSRP, QKA, CVA

Dana R. McBroom, C.P.A.

Dana joined the Lanier and Company team in 1988 and became a partner in 2016. She graduated from the University of Central Florida with a Bachelor of Science in Business Administration and a Masters in Business Administration.

Dana is a Certified Specialist in Estate Planning, a Certified Specialist in Retirement Planning, a Qualified 401(k) Administrator, and a Certified Valuation Analyst. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Her experience includes, but is not limited to estates and trusts, retirement plans, income tax preparation, planning, and consulting for businesses and individuals, financial statement preparation, business valuations, mergers and acquisitions, and litigation support.

Dana grew up in Seminole County and currently lives in Sanford with her family. She volunteers for the Seminole County Schools and Northland Community Church. Dana currently serves on the Seminole County Port Authority and Central Florida Regional Hospital boards.

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