Donna is a solutions-oriented professional with over 30 years of experience in the banking and finance industry. She is committed to listening to your individual needs, learning your story and providing strategic guidance to help you reach your financial goals and milestones.
Focus Areas
Donna takes a holistic approach with Truliant’s members. You'll quickly discover that her financial planning philosophy is a simple, straightforward, hands-on approach that is based upon mutual trust, open communication and ongoing, dependable service.
Education and Experience
Donna holds Series 7, 63 and 65 securities licenses and is also a licensed insurance agent with life/health, and variable/fixed contract certifications.