Client Advisory

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

Connect with Donna

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.