Donna is a client services professional who enjoys working with a diverse group of people in a calm, polite and effective manner.

Fostering teamwork, operational excellence, and quality of service at all times, she prides herself on her clear communication style when working with our Business Advisors and our clients.

Donna is the business’s go-to person for our Client Relationship Management system and she’s custodian of the Advisors’ calendars and client appointments.