Donna leads financial planning at the firm and our corporate retirement plan services. She has principal responsibility for a number of our clients and brings experience, expertise, and a deep sense of caring. She is originally from the Boston area.
In her role as Senior Advisor, Donna specializes in providing comprehensive financial planning to the clients of the firm. In addition, she assists retirement plan sponsors in understanding and meeting their fiduciary obligations. As an investment advisor, she is especially committed to educating clients and retirement plan participants in the areas of retirement planning and financial wellness. Prior to joining Capital Insight Partners in 2016, Donna worked for Sequoia Financial Advisors, Inc. for 18 years. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations and is a member of the Financial Planning Association.
A transplant from Massachusetts, Donna is a graduate of Bridgewater State University with a Bachelor of Arts degree in English. In her free time, Donna enjoys spending time with her family and their three rescue animals.
Disclosure: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.