With more than 30 years of experience in the financial industry, Donna brings deep knowledge, thoughtful guidance, and a genuine commitment to helping clients feel confident about their financial future. Her career began at a municipal bond trading desk and as a mutual fund wholesaler before she followed her passion for working directly with clients as a registered investment advisor. Today, Donna helps individuals and families understand their options and put investment strategies in place that align with their goals, priorities, and long-term vision. She holds Series 65, Series 7, Series 63, Series 52 registrations, and life and insurance license. Known for her client-centered approach, Donna takes the time to understand each client’s risk tolerance and investment objectives, developing personalized strategies to support retirement planning, wealth management, and lasting financial security.
When she’s not working with clients, Donna enjoys spending time outdoors with her husband, Cary, and their two daughters, Morgan and Anna, hiking and exploring new places together.