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Biography

Donna is a Principal in the Chicago office and has over twenty years of experience in the financial services industry working with high net worth clients on their planning needs.

Prior to joining the firm, Donna was a Paraplanner and Registered Investment Management Associate at Journey Financial Group. In this role, she was responsible for asset management, insurance analysis, managing client relationships, and providing the delivery of advisory services. She also played a significant role in the oversight of office compliance.

Education

  • B.S. in Finance at DePaul University

Highlights

  • Licensed in all lines of Insurance in the State of Illinois

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