Donna joined the firm in 2010 and brings 20 years’ experience in the financial services industry. In her role as Administrative Concierge, she manages the calendar, assists in client meeting preparation as well as providing back office sales assistant support. Donna is a graduate of the Katherine Gibbs School.
With Donna’s long history of client service, she enjoys making clients feel welcome and at home while visiting the office. She values the relationships with clients and is ready to help in any way she can. Donna currently lives in Exton with her husband and son.« Back to Financial Advisor Team