Analysts

Financial Analysts provide portfolio management support to the Investment Advisors and assist you with ongoing needs.

Dana Underwood

Ann Arbor, Michigan
Prior to joining StanCorp Investment Advisers, Dana was the office manager with Tisch Investment Advisory Incorporated. Dana has worked in the financial services industry in various capacities for more than 12 years. She prepares and maintains financial plans and provides portfolio management support to the advisers in her office. She earned a Bachelor of Business Administration degree from Cleary University, and has recently obtained her Series 65 license.

Melissa Brooks

San Francisco, California
Melissa has several years of experience working in asset management, supporting all aspects of client portfolio management and financial planning. Her educational background includes study at California State University-Sacramento and Yuba College as well as various courses to enhance her professional and technical skills.

Steve Gantt

Lynnwood, Washington
Before joining StanCorp, Steve was a Financial Planning Assistant with Ameriprise Financial, where he prepared client documents, financial plans and conducted investment research. Steve has a Bachelor’s degree in Mathematics and a Bachelor of Science degree in Economics as well as a Bachelor of Arts Degree in Economics, and is currently working on his Masters of Science Finance.

Sara Prada

Albuquerque, New Mexico
Sara supports client planning services, including preparation and maintenance of financial plans. She also assists with client portfolio management. Sara’s background includes positions at Grant Thornton and the U.S. Peace Corps, where she served as a small business advisor. She passed her CFP® board exam in 2009 and holds an MBA from the University of Texas at Arlington.

Cheryl Wooley

Indianapolis, Indiana
Cheryl has been in the financial services industry since 2003. She is responsible for the preparation of client financial plans and cash flow projections, as well as portfolio management support to the advisors in her office. She joined StanCorp Investment Advisers from Redwood Investment Advisors. Prior to that, she was an executive of Ameritech, where she served in a variety of positions in the treasury, accounting, corporate planning and finance and regulatory departments. She received her bachelor of science degree from Purdue University and her MBA from Butler University.