Our Team
Dana Marks Washington
With more than 22 years of experience in the financial industry, Dana has led compliance teams for both mid-sized companies and global Fortune 500 corporations, particularly in the fast-paced financial services and technology sectors. Most recently at Charles Schwab, she played a pivotal role in developing enterprise-wide compliance and regulatory learning programs, further cementing her reputation as an industry leader.
Dana is particularly passionate about helping seniors navigate their healthcare choices. She understands the complexity of Medicare and the critical role informed decision-making plays in ensuring seniors receive the care and support they need. By providing clear, personalized guidance, she empowers seniors to confidently select healthcare options that best fit their unique needs.
In 2018, Dana founded The Larger Than Life Foundation, a nonprofit dedicated to destigmatizing mental health and promoting culinary art therapy for underserved communities. She is also an advocate for mental health awareness, having served as a featured speaker for NAMI Chicago. Dana’s dedication to her career, her community, and her family reflects her unwavering commitment to making a meaningful impact in every aspect of her life.
Gregory L. Washington
With over 20 years of experience in the financial services industry, Greg Washington is dedicated to helping individuals navigate the complexities of Medicare insurance. As a leader in client relationship management and team leadership, Greg has built a career on trust, transparency, and a deep commitment to his clients. His expertise in financial management and cross-functional collaboration has allowed him to successfully support seniors in making informed healthcare decisions.
Greg’s passion for helping seniors choose the right Medicare plans stems from his understanding of how crucial informed decision-making is to their well-being. He believes that personalized guidance can empower individuals to find the healthcare solutions that best meet their needs, ensuring peace of mind and security.
In addition to his professional accomplishments, Greg is an active advocate for mental health and serves as a board member for a nonprofit dedicated to mental health advocacy. His work is not only a reflection of his professional skills but also his desire to make a lasting, positive impact in his community.
Greg lives in Evergreen Park, IL, with his family, where he continues to dedicate his time to helping others and serving his community with integrity and empathy.