Donna has been with our firm since 2007. Donna is the liason between our clients and the Financial Planners. In addition, she has responsibility for Laserfiche and information management for our firm. Donna provides clients and CPA’s with necessary tax documents and is our client information center manager. Donna is also instrumental in solving questions or issues that our clients have with their financial statements.
Donna has two children and five grandchildren. Donna is an entrepreneur and manages her rental property. She is active in her church and enjoys gardening and walking.