Dana Timchenko

Dana serves as the Financial Strategist for Middlebrook Wealth, combining her analytical skills with her talent for making complex concepts accessible to clients. Her mission is to connect with families and help them achieve their financial and life goals, through coaching, education and thoughtful follow up. Dana’s background in finance began in the banking sector at age 23. Working in lending departments, providing financial education to underserved communities and helping families save and grow their wealth laid the groundwork for a transition into Wealth Management at UBS Financial Service. She successfully built a practice at Morgan Stanley as a financial advisor, portfolio manager and alternative investments director, serving families for over 7 years, before stepping away to care for her own family.

With over 20 years experience in growing, protecting and investing client’s human capital, she brings a wealth of experience to the families we serve at Middlebrook Wealth. Dana is a Certified Financial Planner and holds a Paralegal Certificate from Duke University. She graduated from Moscow State University in 2001 with the distinction of being the first US citizen to receive a bachelor's degree at that historical institution.

Dana lives in Charlotte, NC with her husband of 25 years and their three children. You can find them on the weekends hiking, biking, skiing, playing tennis and enjoying all that the outdoors has to offer. Having a father and brother that served in the United States Army, she has followed their example of service. She volunteers at the local food bank & Habitat for Humanity, provides financial education in lower income schools and pro bono planning as well as serving a number of roles in her church community at St. Nektarios Greek Orthodox Church.