Donna has been working with financial advisors around the United States, United Kingdom, and Australia since 2013. She relocated to Southwest Florida in 2016. “My favorite aspects of my job is to put together the pieces of someone’s life so they can clearly see where they are today. It is tremendously satisfying to show people how their actions (big and small), even with mistakes and setbacks, have put them in a situation that is stronger than they could of imagined. Giving clients that peace of mind through planning and educating them on financial situation and options is core reason why I chose to be a Financial Planner.” Donna is a Certified Financial Planner®, Global Financial Planner (US), and a Behavioral Finance Advisor. The cross section of certifications across multiple disciplines in Financial Planning, allows Donna to take a thorough and dynamic approach to planning with individual clients. She remains active in these communities within financial planning, facilitating educational conferences, both domestically and abroad. Donna earned a Bachelor of Science Degree from Penn State University and holds a Certificate in Financial Planning from the Terry College of Business at the University of Georgia. Donna is also a Behavioral Finance Advisor which emphasizes a holistic approach to financial planning. Outside of professional pursuits, Donna loves to travel to locations where she can indulge her hobby of underwater photography. She lives in Southwest Florida with her significant other Jason and their family of rescued animals – Scotty, Sanibel, Sassafras and Skyler.
