Donna has been an integral part of this company for more than 20 years, working alongside David King, a pioneer in the financial planning industry. She feels honored to have had the opportunity to learn from Mr. King for three years before he passed away. She worked her way up from receptionist, acquiring her Series 7 and 24 licenses to further assist the advisors in the office. That combined with her experience make her an invaluable part of the company, working with people who are like family to her. Her clients appreciate her distinct combination of sensitivity and determination that allows her to tackle and resolve situations as quickly as possible.
Being a registered principal tends to keep Donna busy, but in her spare time, she enjoys gardening, the arts, cooking, traveling and spending time with family and friends, particularly on or in the water.