Broker Check
Dana Baldridge

Dana Baldridge

Vice President of Operations

My history with EFS Group goes back to when I was a student at Morningside College and I had the pleasure of doing an internship with this great group of people. I have been with the company now in several different roles over 5 years assisting the wealth managers with the preparation for upcoming client meetings and reviews. I am responsible for the day to day operations of EFS Group. I can ensure the firm is operating efficiently and in compliance with industry regulations while maintaining an exceptional client experience. I train employees and oversees our operations team that handles transactions and service requests. Dana also uses his in-depth knowledge of our technology and investment solutions to help the wealth managers prepare for your appointments. In his spare time Dana enjoys playing with his boys, fishing, and golfing. Dana is married to Kadi and together they have two sons, Levi and Noah.