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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.

Learn more about my practice.

Education

  • B.S. in Finance at DePaul University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Licensed in all lines of Insurance in the State of Illinois

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, 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.