Our Financial Professionals
Donna is leading our administrative team. In addition, she is one of our VIP — very important professionals — when it comes to greeting our clients and guests.
Born in Illinois and raised in Portage, Indiana, Donna is a graduate of Purdue University and comes from a successful career in finance and banking. Among her many achievements is working as an instructor for the American Banking Association.
In 2006, she and her husband of 37 years purchased a condo in Florida. Not enjoying having to start a snow blower three times a week for three months (42 times!) each year, she couldn’t resist paradise any longer and moved to Fort Myers in 2014.
When asked to describe what appeals to her about being part of the Grace family, Donna says, “Grace Advisory Group provided the opportunity to work in a professional environment with individuals who truly care about each other and being a true team to accomplish providing products and services that genuinely benefit their clients.”
Donna is proud of her son, daughter, and five grandchildren. She enjoys playing golf and reading a good book.
Toll Free: 866-481-5550
Fax: (239) 481-5545