Donna is a Financial Advisor with Compass Financial Partners. Her goal is to provide families and business owners with assistance in building their financial freedom. Donna enjoys getting to know her client’s needs and wants and use financial planning tools in order to address the broad financial needs of her clients. Her focus includes financial planning, investment management, insurance, Medicare and long-term care planning. “I want each of my clients to view the service and education I provide to them as an invaluable part of their financial wellbeing. We uncover their goals and together we map out a plan. This guidance helps them navigate the course to and through their retirement. I love being there for my clients through life’s twists and turns.” Donna has two decades of experience in the financial services industry. She uses her skills and experience to help clients reach their destinations. Donna is qualified to fulfill her desire to serve as a lifetime resource for her clients. She is licensed to offer Life and Health Insurance and registered for various Securities Product. She currently holds her Series 6, 7, 63, and 65 registrations. Donna is a member of the prestigious organization, NAIFA, National Association of Insurance and Financial Advisors. She has achieved the American College designations CLU®, Chartered Life Underwriter and ChFC®, Chartered Financial Consultant. In her free time, she loves outdoor activities like camping, fishing, hiking, and bird watching. When not outside enjoying nature, she is undertaking a grand renovation of her century home located in Van Horne. Donna has three lovely daughters; Alexsy a nurse at Mercy Hospital, Alice living and studying in North Carolina, and the youngest, Amber attending the nursing program at Kirkwood Community College!

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