Donna is our Administrative Assistant and Director of Client Happiness.
Donna’s experience includes 20+ years as an Administrative and Executive Assistant which includes over 7 years of C-Level executive support. Most recently spending 4 years as a Financial Planner Assistant and Client Services Specialist at a premier financial planning firm.
Donna and her husband have 3 adult children and a small farm of rescue animals.
When they aren’t busy with their family and the animals they like to “hit the road” on their motorcycles.
