Donna Mikulas Heatherley Martin,

With more than seven years of experience in financial planning and investment management, Donna has the accumulated knowledge and perspective to help you with your financial goals. She understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Donna will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Donna endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what she learns about you and your goals and an analysis of the current financial markets, Donna designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Donna puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Donna began her career in financial services in 2013 and previously spent seven years with Edward Jones. Today, Donna provides financial, retirement and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of Temple, Texas, Donna resides in Belton, Texas. Away from the office, Donna enjoys spending time with family and her dog, Honey, exploring hiking trails, and kayaking.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.