Donna has been advising individuals and businesses for over 30 years. Through strategic employee benefits planning and coordinated personal financial planning, she demonstrates her passion for improving companies and the lives of their employees. As a CERTIFIED FINANCIAL PLANNER™, Donna helps simplify client financial lives by developing a clear, focused personal or business financial resource management strategy aligned with their goals and priorities. She then helps them implement and execute their strategies to help ensure they stay on course to achieving their desired results.
Donna enjoys working with clients and showing them the "missing pieces" that can help make their financial picture more coherent, and afford them more confidence for the future.
Degrees/ Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Master of Science in Financial Services (MSFS), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary® (AIF®)
Licenses and Registrations: Securities Registration Series 7, 24, 31, 63, 65, Multiple State Accident, Life and Health Insurance and Ohio Notary