Donna works closely with our financial advisors and clients to help them pursue their financial goals. With expertise in comprehensive financial planning, she helps to oversee their wealth management strategies and ensure they stay aligned with their objectives. Donna has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Donna founded DCH Financial Services, Inc. over 25 years ago. She has enjoyed building the business and working with the clients for all of these years. In 2014, she decided to enter semi-retirement. She currently works with the firm on a part-time basis when she isn’t traveling or golfing or playing bridge.
Originally from the Oklahoma Panhandle, she lives in Broken Arrow, with her husband, Donald. She loves her time with her four sons and nine grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.