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Dana L. Sergeant
Client Service Administrator

Dana holds a bachelor’s degree in international commerce from Niagara College and brings over 15 years of experience in the financial services industry. Throughout her career, she has worked for both large wealth management institutions and smaller regional financial planning firms, gaining comprehensive expertise in portfolio administration and relationship management.

At Gibson Capital, Dana is a key member of our operations team, focusing on client service, portfolio accounting, and client reporting.

Dana resides in Cranberry Township with her husband, two young daughters, and an energetic labradoodle. In her spare time, she enjoys travelling with her family, reading, volunteering with youth activities, and engaging in her community.

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